+6.0%
VWO vs CART
+61.3%
-55.3%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.7% |
| 7D | -1.3% | +1.4% | -2.7% | -1.3% |
| 30D | -7.1% | +29.7% | -36.8% | -7.4% |
| 3M | -6.1% | +29.7% | -35.8% | -6.3% |
| 6M | -3.9% | +36.8% | -40.7% | -4.3% |
| YTD | +5.0% | +31.7% | -26.6% | +4.3% |
| 1Y | +6.0% | +62.4% | -56.4% | +3.4% |
| All | +6.0% | +61.3% | -55.3% | +3.4% |
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