+256.4%
CAR price history and return analytics
+229.8%
+26.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -5.6% |
| 7D | -12.2% | -1.1% | -11.1% | -10.4% |
| 30D | -12.8% | -1.0% | -11.8% | -11.2% |
| 3M | -35.8% | +3.2% | -38.9% | -40.0% |
| 6M | +20.3% | +12.5% | +7.8% | -6.3% |
| YTD | -5.1% | +14.1% | -19.2% | -28.2% |
| 1Y | -22.5% | +18.9% | -41.4% | -46.3% |
| 3Y | -36.7% | +74.1% | -110.7% | -78.5% |
| 5Y | +47.9% | +66.9% | -19.0% | -42.2% |
| All | +256.4% | +229.8% | +26.6% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling