+78.1%
VTI vs CART
+14.3%
+63.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.5% | 0.0% |
| 7D | +0.6% | -4.1% | +4.7% | +1.0% |
| 30D | -1.1% | -4.3% | +3.2% | -0.7% |
| 3M | +3.9% | +13.1% | -9.2% | +2.5% |
| 6M | +14.6% | +26.0% | -11.4% | +11.5% |
| YTD | +13.3% | +6.7% | +6.6% | +12.0% |
| 1Y | +19.2% | +6.3% | +12.9% | +17.5% |
| All | +78.1% | +14.3% | +63.9% | +64.9% |
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