-54.6%
CARS price history and return analytics
+187.5%
-242.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +0.5% |
| 7D | -1.0% | -1.1% | +0.1% | +0.5% |
| 30D | -4.0% | -1.0% | -3.1% | -2.7% |
| 3M | +21.4% | +3.2% | +18.3% | +15.6% |
| 6M | +52.4% | +12.5% | +39.9% | +27.0% |
| YTD | -4.8% | +14.1% | -18.9% | -22.2% |
| 1Y | -15.8% | +18.9% | -34.7% | -35.3% |
| 3Y | -36.0% | +74.1% | -110.1% | -71.4% |
| 5Y | -6.4% | +66.9% | -73.2% | -54.8% |
| All | -54.6% | +187.5% | -242.1% | -88.6% |
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