+76.7%
VOO vs CART
+39.2%
+37.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.3% |
| 7D | +0.1% | +1.5% | -1.4% | 0.0% |
| 30D | -3.3% | +22.4% | -25.7% | -5.0% |
| 3M | -2.4% | +16.5% | -18.9% | -3.8% |
| 6M | +2.6% | +44.9% | -42.3% | -1.0% |
| YTD | +11.3% | +30.0% | -18.7% | +8.2% |
| 1Y | +13.4% | +59.1% | -45.6% | +7.9% |
| 3Y | +80.3% | +138.8% | -58.5% | +63.8% |
| All | +76.7% | +39.2% | +37.5% | +61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling