+84.8%
CARG price history and return analytics
+74.2%
+10.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +2.4% |
| 7D | +2.0% | -1.1% | +3.1% | +3.3% |
| 30D | -6.7% | -1.0% | -5.7% | -5.6% |
| 3M | +24.4% | +3.2% | +21.2% | +19.8% |
| 6M | +9.7% | +12.5% | -2.8% | -5.9% |
| YTD | -10.2% | +14.1% | -24.3% | -24.5% |
| 1Y | -5.1% | +18.9% | -24.0% | -25.0% |
| 3Y | +84.8% | +74.1% | +10.7% | -18.9% |
| All | +84.8% | +74.2% | +10.6% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling