+138.8%
CART vs VSAT
+280.2%
-141.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +16.3% | -15.7% | +0.1% |
| 7D | +1.5% | +0.4% | +1.2% | +1.4% |
| 30D | +22.4% | +3.3% | +19.1% | +22.1% |
| 3M | +16.5% | -7.5% | +24.0% | +16.4% |
| 6M | +44.9% | +6.2% | +38.7% | +43.6% |
| YTD | +30.0% | +115.8% | -85.8% | +25.0% |
| 1Y | +59.1% | +107.7% | -48.6% | +53.0% |
| 3Y | +138.8% | +292.0% | -153.2% | +117.3% |
| All | +138.8% | +280.2% | -141.4% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling