+57.3%
VZ vs CART
+111.7%
-54.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.1% |
| 7D | +5.6% | +1.2% | +4.4% | +5.7% |
| 30D | +1.9% | +27.1% | -25.2% | +2.2% |
| 3M | +0.8% | +27.4% | -26.6% | +1.2% |
| 6M | +0.6% | +32.1% | -31.5% | +1.2% |
| YTD | +20.8% | +28.5% | -7.7% | +21.7% |
| 1Y | +23.9% | +58.8% | -34.9% | +25.2% |
| All | +57.3% | +111.7% | -54.3% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling