+14.1%
VNQ vs CART
+61.3%
-47.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +3.1% |
| 7D | +6.8% | +1.4% | +5.4% | +6.7% |
| 30D | +10.0% | +29.7% | -19.7% | +8.8% |
| 3M | 0.0% | +29.7% | -29.8% | -1.1% |
| 6M | +4.5% | +36.8% | -32.3% | +3.3% |
| YTD | +13.9% | +31.7% | -17.7% | +12.0% |
| 1Y | +14.1% | +62.4% | -48.3% | +8.3% |
| All | +14.1% | +61.3% | -47.3% | +8.3% |
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