+2.6%
CART vs VTEB
+1.3%
+1.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -1.3% |
| 7D | -9.5% | -0.7% | -8.8% | -7.7% |
| 30D | -7.8% | -2.1% | -5.7% | -2.2% |
| 3M | +10.4% | -2.7% | +13.1% | +17.9% |
| 6M | +20.1% | -2.1% | +22.2% | +25.9% |
| YTD | +3.7% | -1.1% | +4.8% | +12.0% |
| 1Y | +2.6% | +1.3% | +1.2% | +9.6% |
| All | +2.6% | +1.3% | +1.3% | +9.6% |
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