+71.7%
VZ vs CART
+41.0%
+30.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +2.1% |
| 7D | +6.9% | +1.4% | +5.6% | +6.9% |
| 30D | +2.3% | +29.7% | -27.4% | +2.2% |
| 3M | 0.0% | +29.7% | -29.7% | 0.0% |
| 6M | +0.2% | +36.8% | -36.6% | +0.2% |
| YTD | +20.9% | +31.7% | -10.8% | +21.2% |
| 1Y | +25.2% | +62.4% | -37.1% | +25.2% |
| 3Y | +55.9% | +120.1% | -64.2% | +53.1% |
| All | +71.7% | +41.0% | +30.7% | +67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling