+74.7%
CART vs VSAT
+210.8%
-136.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.7% |
| 7D | -0.6% | +12.5% | -13.1% | -1.1% |
| 30D | +23.1% | +11.0% | +12.1% | +22.4% |
| 3M | +19.2% | -11.1% | +30.3% | +19.3% |
| 6M | +45.7% | +2.8% | +42.9% | +44.4% |
| YTD | +30.9% | +118.0% | -87.1% | +24.8% |
| 1Y | +50.2% | +97.1% | -46.9% | +43.6% |
| 3Y | +133.5% | +296.8% | -163.3% | +107.1% |
| All | +74.7% | +210.8% | -136.1% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling