+328.4%
CTRE price history and return analytics
+226.9%
+101.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.2% |
| 7D | -2.0% | -2.0% | 0.0% | -0.2% |
| 30D | +0.4% | -1.4% | +1.8% | +1.6% |
| 3M | +3.9% | +4.7% | -0.8% | -1.0% |
| 6M | -0.9% | +11.4% | -12.2% | -11.2% |
| YTD | +9.6% | +13.1% | -3.5% | -3.7% |
| 1Y | +19.3% | +19.0% | +0.3% | -0.4% |
| 3Y | +120.9% | +73.9% | +46.9% | +22.0% |
| 5Y | +128.4% | +65.4% | +63.0% | +31.7% |
| All | +328.4% | +226.9% | +101.5% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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