+94.8%
CTRE vs VOO
+78.5%
+16.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.4% | +2.6% | -2.9% | -0.9% |
| 30D | +4.8% | -2.0% | +6.8% | +5.2% |
| 3M | -0.9% | -2.8% | +1.8% | -0.4% |
| 6M | -8.5% | +2.2% | -10.6% | -9.0% |
| YTD | +8.6% | +11.5% | -2.9% | +5.2% |
| 1Y | +10.9% | +13.5% | -2.6% | +6.9% |
| 3Y | +94.8% | +78.1% | +16.7% | +35.7% |
| All | +94.8% | +78.5% | +16.4% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling