+133.3%
CARE price history and return analytics
+65.7%
+67.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.6% |
| 7D | -0.7% | -0.1% | -0.5% | -0.6% |
| 30D | -1.0% | -0.7% | -0.3% | -0.5% |
| 3M | +9.7% | +4.0% | +5.7% | +6.0% |
| 6M | +55.0% | +12.3% | +42.7% | +40.3% |
| YTD | +60.8% | +14.0% | +46.8% | +43.5% |
| 1Y | +59.1% | +20.3% | +38.8% | +35.4% |
| 3Y | +131.6% | +75.4% | +56.2% | +44.7% |
| 5Y | +133.3% | +66.0% | +67.4% | +56.7% |
| All | +133.3% | +65.7% | +67.6% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling