+96.6%
CARZ vs VOO
+81.6%
+15.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.6% |
| 7D | +3.1% | -0.4% | +3.4% | +3.6% |
| 30D | +0.4% | -1.4% | +1.8% | +2.4% |
| 3M | -3.6% | +3.7% | -7.3% | -7.8% |
| 6M | +29.6% | +13.0% | +16.6% | +11.1% |
| YTD | +38.1% | +12.4% | +25.6% | +19.4% |
| 1Y | +61.2% | +18.6% | +42.6% | +30.4% |
| 3Y | +111.0% | +78.1% | +32.9% | +1.3% |
| 5Y | +96.6% | +82.3% | +14.4% | -5.5% |
| All | +96.6% | +81.6% | +15.1% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling