+27.0%
VEA vs CART
+5.2%
+21.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.0% | +5.6% | -0.3% |
| 7D | +1.9% | -4.1% | +6.0% | +2.0% |
| 30D | +0.8% | -4.3% | +5.1% | +0.9% |
| 3M | +5.7% | +13.1% | -7.4% | +5.3% |
| 6M | +13.3% | +26.0% | -12.7% | +12.4% |
| YTD | +18.4% | +6.7% | +11.7% | +17.6% |
| 1Y | +27.0% | +6.3% | +20.7% | +25.0% |
| All | +27.0% | +5.2% | +21.7% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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