+74.7%
CART price history and return analytics
+72.0%
+2.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | +23.1% | -1.7% | +24.8% | +24.7% |
| 3M | +19.2% | -2.3% | +21.5% | +21.3% |
| 6M | +45.7% | +1.5% | +44.2% | +43.5% |
| YTD | +30.9% | +12.0% | +18.8% | +17.5% |
| 1Y | +50.2% | +12.9% | +37.3% | +33.6% |
| 3Y | +133.5% | +74.9% | +58.6% | +17.4% |
| All | +74.7% | +72.0% | +2.6% | -14.8% |
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 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