+1.6%
CARL price history and return analytics
+23.8%
-22.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.0% |
| 7D | -5.6% | -1.1% | -4.5% | -4.6% |
| 30D | +7.4% | -1.0% | +8.3% | +8.2% |
| 3M | +26.8% | +3.2% | +23.6% | +21.4% |
| 6M | +25.9% | +12.5% | +13.4% | +6.1% |
| YTD | +19.3% | +14.1% | +5.2% | -1.5% |
| 1Y | +7.2% | +18.9% | -11.7% | -15.0% |
| All | +1.6% | +23.8% | -22.2% | -20.8% |
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