+134.4%
CTRE price history and return analytics
+57.4%
+77.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.4% |
| 7D | +7.5% | +0.4% | +7.2% | +7.3% |
| 30D | +7.9% | -2.6% | +10.5% | +9.2% |
| 3M | -4.7% | -3.2% | -1.5% | -3.3% |
| 6M | -4.7% | +0.9% | -5.6% | -5.6% |
| YTD | +10.8% | +11.3% | -0.5% | +3.7% |
| 1Y | +11.9% | +14.0% | -2.1% | +3.2% |
| 3Y | +105.7% | +75.8% | +29.9% | +42.4% |
| 5Y | +134.4% | +57.8% | +76.6% | +76.1% |
| All | +134.4% | +57.4% | +77.0% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling