+433.6%
CORT vs VOO
+82.3%
+351.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.7% |
| 7D | +0.5% | +0.5% | 0.0% | 0.0% |
| 30D | +2.9% | -0.9% | +3.8% | +3.8% |
| 3M | +55.4% | +3.9% | +51.5% | +49.3% |
| 6M | +236.5% | +14.5% | +222.0% | +194.0% |
| YTD | +227.5% | +13.0% | +214.6% | +190.9% |
| 1Y | +60.0% | +19.4% | +40.6% | +36.7% |
| 3Y | +246.0% | +78.9% | +167.2% | +116.7% |
| 5Y | +433.6% | +82.3% | +351.3% | +232.0% |
| All | +433.6% | +82.3% | +351.3% | +232.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling