+50.2%
CART vs VTEB
+0.9%
+49.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.1% |
| 7D | -0.6% | +0.5% | -1.1% | -2.0% |
| 30D | +23.1% | +4.1% | +19.0% | +9.7% |
| 3M | +19.2% | -0.4% | +19.6% | +23.1% |
| 6M | +45.7% | -0.4% | +46.0% | +50.8% |
| YTD | +30.9% | +0.6% | +30.2% | +41.9% |
| 1Y | +50.2% | +0.8% | +49.4% | +63.6% |
| All | +50.2% | +0.9% | +49.3% | +63.6% |
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