+130.3%
CART vs VSAT
+252.2%
-121.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +0.8% |
| 7D | +1.3% | +5.9% | -4.6% | +1.1% |
| 30D | +19.2% | +9.7% | +9.5% | +18.7% |
| 3M | +17.6% | -18.3% | +35.9% | +17.9% |
| 6M | +47.4% | -4.1% | +51.4% | +46.5% |
| YTD | +30.9% | +96.5% | -65.6% | +26.1% |
| 1Y | +46.0% | +89.3% | -43.3% | +40.7% |
| 3Y | +130.3% | +270.1% | -139.7% | +104.3% |
| All | +130.3% | +252.2% | -121.8% | +104.3% |
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