+76.1%
VOO vs CART
+39.2%
+36.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | -0.6% | +0.3% | -0.9% | -0.6% |
| 30D | -3.6% | +22.4% | -26.1% | -5.4% |
| 3M | -2.7% | +15.6% | -18.4% | -4.1% |
| 6M | +2.2% | +44.9% | -42.7% | -1.3% |
| YTD | +10.9% | +30.0% | -19.1% | +7.8% |
| 1Y | +11.3% | +56.6% | -45.3% | +6.0% |
| 3Y | +76.9% | +131.9% | -55.0% | +61.0% |
| All | +76.1% | +39.2% | +36.8% | +60.9% |
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