+62.4%
CART vs VTEB
+0.4%
+62.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +0.3% |
| 7D | +1.4% | +0.9% | +0.5% | -1.3% |
| 30D | +29.7% | +3.7% | +26.0% | +17.1% |
| 3M | +29.7% | -0.8% | +30.6% | +35.5% |
| 6M | +36.8% | -0.9% | +37.7% | +44.1% |
| YTD | +31.7% | -0.1% | +31.8% | +43.8% |
| 1Y | +62.4% | +0.2% | +62.1% | +80.6% |
| All | +62.4% | +0.4% | +62.0% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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