+67.8%
VEA vs CART
+40.2%
+27.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +2.3% | +1.3% | +1.0% | +2.2% |
| 30D | +0.2% | +19.2% | -19.0% | -1.1% |
| 3M | -5.3% | +17.6% | -22.9% | -6.6% |
| 6M | -0.9% | +47.4% | -48.3% | -4.0% |
| YTD | +12.2% | +30.9% | -18.7% | +9.4% |
| 1Y | +16.1% | +46.0% | -29.9% | +12.0% |
| 3Y | +73.0% | +130.3% | -57.3% | +58.2% |
| All | +67.8% | +40.2% | +27.6% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling