+352.4%
CARZ vs VOO
+649.3%
-296.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | 0.0% | +0.1% | -0.1% | -0.1% |
| 3M | -11.9% | +2.0% | -13.9% | -13.2% |
| 6M | +26.0% | +13.0% | +13.0% | +11.4% |
| YTD | +36.6% | +13.6% | +23.0% | +20.3% |
| 1Y | +62.0% | +20.1% | +41.9% | +34.7% |
| 3Y | +102.5% | +77.6% | +24.9% | +12.4% |
| 5Y | +95.3% | +82.4% | +12.8% | +7.3% |
| 10Y | +274.7% | +316.8% | -42.1% | -11.3% |
| All | +352.4% | +649.3% | -296.8% | -40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling