+125.4%
CTRE price history and return analytics
+66.2%
+59.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -1.5% | +1.0% | -2.5% | -2.0% |
| 30D | -4.6% | -0.2% | -4.4% | -4.5% |
| 3M | +7.5% | +4.5% | +3.0% | +4.8% |
| 6M | +0.5% | +14.1% | -13.6% | -6.8% |
| YTD | +11.0% | +14.8% | -3.8% | +2.4% |
| 1Y | +18.6% | +21.2% | -2.6% | +6.0% |
| 3Y | +123.7% | +76.6% | +47.2% | +55.3% |
| 5Y | +125.4% | +66.6% | +58.8% | +59.9% |
| All | +125.4% | +66.2% | +59.2% | +59.9% |
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