+348.8%
CTRE vs VOO
+309.6%
+39.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -0.4% | +2.6% | -2.9% | -2.4% |
| 30D | +4.8% | -2.0% | +6.8% | +6.4% |
| 3M | -0.9% | -2.8% | +1.8% | +1.1% |
| 6M | -8.5% | +2.2% | -10.6% | -10.8% |
| YTD | +8.6% | +11.5% | -2.9% | -2.0% |
| 1Y | +10.9% | +13.5% | -2.6% | -1.5% |
| 3Y | +94.8% | +78.1% | +16.7% | +11.6% |
| 5Y | +133.7% | +73.1% | +60.6% | +35.6% |
| All | +348.8% | +309.6% | +39.2% | +24.1% |
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