+366.6%
CBRE vs VEU
+149.9%
+216.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.8% | +2.1% | -3.9% | -4.1% |
| 30D | +3.3% | -0.9% | +4.2% | +4.4% |
| 3M | -12.4% | -5.4% | -7.0% | -6.7% |
| 6M | -5.4% | -1.8% | -3.6% | -4.5% |
| YTD | -17.2% | +10.9% | -28.1% | -28.3% |
| 1Y | -13.1% | +13.6% | -26.7% | -26.9% |
| 3Y | +81.6% | +69.3% | +12.3% | -6.9% |
| 5Y | +26.4% | +48.1% | -21.7% | -22.6% |
| All | +366.6% | +149.9% | +216.7% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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