+69.9%
VZ vs CART
+38.4%
+31.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | +2.1% | +3.0% | -0.8% | +2.2% |
| 30D | +1.4% | +28.6% | -27.2% | +1.3% |
| 3M | -1.3% | +29.1% | -30.3% | -1.3% |
| 6M | -0.5% | +44.7% | -45.2% | -0.5% |
| YTD | +19.6% | +29.2% | -9.6% | +19.9% |
| 1Y | +22.4% | +66.2% | -43.8% | +22.3% |
| 3Y | +55.9% | +112.8% | -56.9% | +53.4% |
| All | +69.9% | +38.4% | +31.5% | +66.0% |
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