+2,011.3%
CORT vs VOO
+315.3%
+1,696.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.9% |
| 7D | +4.8% | -0.4% | +5.1% | +5.1% |
| 30D | +1.3% | -1.4% | +2.7% | +2.5% |
| 3M | +49.3% | +3.7% | +45.6% | +44.1% |
| 6M | +240.4% | +13.0% | +227.4% | +203.7% |
| YTD | +232.5% | +12.4% | +220.0% | +198.9% |
| 1Y | +61.3% | +18.6% | +42.7% | +39.7% |
| 3Y | +251.2% | +78.1% | +173.2% | +115.8% |
| 5Y | +446.3% | +82.3% | +364.0% | +225.0% |
| 10Y | +2,011.3% | +322.5% | +1,688.8% | +407.3% |
| All | +2,011.3% | +315.3% | +1,696.0% | +407.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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