+56.6%
CART vs VSXY
+217.9%
-161.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | +0.3% |
| 7D | +1.5% | +15.2% | -13.7% | +0.6% |
| 30D | +22.4% | +37.0% | -14.6% | +20.2% |
| 3M | +16.5% | +15.2% | +1.3% | +15.4% |
| 6M | +44.9% | +136.3% | -91.4% | +38.7% |
| YTD | +30.0% | +109.6% | -79.6% | +24.9% |
| All | +56.6% | +217.9% | -161.3% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling