+3,399.1%
CORT vs VOO
+817.1%
+2,582.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | +0.8% | +0.1% | +0.8% | +0.7% |
| 3M | +49.0% | +2.0% | +47.0% | +45.6% |
| 6M | +212.7% | +13.0% | +199.7% | +172.9% |
| YTD | +220.7% | +13.6% | +207.2% | +179.2% |
| 1Y | +60.9% | +20.1% | +40.8% | +33.4% |
| 3Y | +237.2% | +77.6% | +159.7% | +83.4% |
| 5Y | +418.4% | +82.4% | +336.0% | +167.2% |
| 10Y | +2,002.1% | +316.8% | +1,685.2% | +243.5% |
| All | +3,399.1% | +817.1% | +2,582.0% | +57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling