+350.4%
CARZ price history and return analytics
+336.6%
+13.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -0.5% |
| 7D | +0.2% | -2.0% | +2.2% | +2.7% |
| 30D | -1.0% | -1.4% | +0.4% | +0.8% |
| 3M | -2.1% | +4.7% | -6.8% | -6.7% |
| 6M | +26.6% | +11.4% | +15.3% | +13.1% |
| YTD | +36.0% | +13.1% | +22.9% | +19.6% |
| 1Y | +59.1% | +19.0% | +40.1% | +32.4% |
| 3Y | +107.8% | +73.9% | +33.8% | +14.2% |
| 5Y | +95.7% | +65.4% | +30.3% | +16.3% |
| 10Y | +276.9% | +225.4% | +51.5% | +12.2% |
| All | +350.4% | +336.6% | +13.8% | +3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling