+6.3%
CART vs VSXY
+199.4%
-193.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.9% | -9.9% | -6.2% |
| 7D | -4.1% | -6.8% | +2.7% | -3.8% |
| 30D | -4.3% | -20.4% | +16.0% | -3.1% |
| 3M | +13.1% | +2.9% | +10.2% | +13.4% |
| 6M | +26.0% | +67.9% | -41.9% | +21.7% |
| YTD | +6.7% | +44.9% | -38.1% | +4.4% |
| 1Y | +6.3% | +205.9% | -199.7% | -6.1% |
| All | +6.3% | +199.4% | -193.1% | -6.1% |
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