+727.9%
CORT vs VOO
+306.9%
+421.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.9% |
| 7D | -10.5% | -0.6% | -9.9% | -9.8% |
| 30D | -39.5% | -3.6% | -35.8% | -37.0% |
| 3M | -35.8% | -2.7% | -33.1% | -33.8% |
| 6M | +40.3% | +2.2% | +38.1% | +38.2% |
| YTD | +110.8% | +10.9% | +99.9% | +93.2% |
| 1Y | -2.8% | +11.3% | -14.2% | -10.6% |
| 3Y | +193.0% | +76.9% | +116.1% | +82.8% |
| 5Y | +228.3% | +73.5% | +154.8% | +105.8% |
| 10Y | +727.9% | +307.7% | +420.2% | +101.8% |
| All | +727.9% | +306.9% | +421.0% | +101.8% |
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