+392.5%
CBRE vs VEU
+155.0%
+237.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.6% |
| 7D | -5.0% | -1.4% | -3.5% | -3.4% |
| 30D | -4.7% | -0.4% | -4.3% | -4.2% |
| 3M | +6.5% | +2.5% | +4.0% | +2.9% |
| 6M | +6.1% | +11.1% | -5.1% | -7.7% |
| YTD | -12.6% | +16.5% | -29.1% | -28.4% |
| 1Y | -15.3% | +22.9% | -38.2% | -35.0% |
| 3Y | +64.6% | +73.4% | -8.8% | -17.3% |
| 5Y | +45.0% | +56.1% | -11.1% | -16.3% |
| All | +392.5% | +155.0% | +237.5% | +63.6% |
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