+91.8%
CBRE vs VLTO
+73.3%
+18.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +1.5% |
| 7D | +1.0% | +2.0% | -1.0% | 0.0% |
| 30D | +5.6% | +21.8% | -16.2% | -4.8% |
| 3M | -6.8% | +20.2% | -27.0% | -15.4% |
| 6M | -5.6% | +36.3% | -41.9% | -19.9% |
| YTD | -14.1% | +18.8% | -32.9% | -21.8% |
| 1Y | -9.5% | +20.4% | -29.9% | -18.3% |
| 3Y | +91.8% | +71.9% | +19.9% | +57.5% |
| All | +91.8% | +73.3% | +18.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling