+135.5%
CARE price history and return analytics
+226.9%
-91.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.5% |
| 7D | -0.5% | -2.0% | +1.5% | +1.6% |
| 30D | -1.3% | -1.4% | +0.1% | +0.2% |
| 3M | +8.8% | +4.7% | +4.1% | +3.3% |
| 6M | +55.7% | +11.4% | +44.4% | +37.5% |
| YTD | +61.8% | +13.1% | +48.8% | +40.3% |
| 1Y | +60.4% | +19.0% | +41.4% | +31.3% |
| 3Y | +133.1% | +73.9% | +59.1% | +25.6% |
| 5Y | +134.3% | +65.4% | +68.9% | +32.6% |
| All | +135.5% | +226.9% | -91.4% | -20.4% |
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