+73.0%
VEA vs CART
+133.8%
-60.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | +1.8% | +1.2% | +0.6% | +1.7% |
| 30D | -0.9% | +17.8% | -18.7% | -2.1% |
| 3M | -5.0% | +20.7% | -25.7% | -6.5% |
| 6M | 0.0% | +49.7% | -49.7% | -3.3% |
| YTD | +12.2% | +30.0% | -17.8% | +9.4% |
| 1Y | +14.7% | +48.4% | -33.7% | +10.3% |
| All | +73.0% | +133.8% | -60.9% | +57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling