+75.5%
VTI vs CART
+40.2%
+35.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +2.5% | +1.3% | +1.2% | +2.4% |
| 30D | -1.5% | +19.2% | -20.7% | -3.2% |
| 3M | -3.2% | +17.6% | -20.7% | -4.8% |
| 6M | +2.3% | +47.4% | -45.1% | -1.7% |
| YTD | +11.6% | +30.9% | -19.2% | +8.2% |
| 1Y | +13.8% | +46.0% | -32.2% | +8.9% |
| 3Y | +77.4% | +130.3% | -52.9% | +60.3% |
| All | +75.5% | +40.2% | +35.4% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling