-100.0%
VIVK vs CART
+14.4%
-114.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.3% | -11.1% | -12.0% |
| 7D | -1.4% | +1.0% | -2.4% | -1.5% |
| 30D | -43.6% | +12.6% | -56.2% | -45.4% |
| 3M | -95.1% | +23.1% | -118.2% | -95.6% |
| 6M | -98.2% | +39.5% | -137.7% | -98.5% |
| YTD | -97.9% | +13.5% | -111.5% | -98.2% |
| 1Y | -100.0% | +14.9% | -114.8% | -100.0% |
| All | -100.0% | +14.4% | -114.4% | -100.0% |
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