+401.2%
CBRE vs VOO
+315.3%
+85.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.3% |
| 7D | -1.7% | -0.4% | -1.3% | -1.2% |
| 30D | -3.0% | -1.4% | -1.6% | -1.3% |
| 3M | +2.6% | +3.7% | -1.1% | -2.0% |
| 6M | +2.0% | +13.0% | -11.0% | -12.3% |
| YTD | -13.1% | +12.4% | -25.6% | -24.6% |
| 1Y | -13.8% | +18.6% | -32.4% | -30.0% |
| 3Y | +63.9% | +78.1% | -14.2% | -19.1% |
| 5Y | +42.3% | +82.3% | -39.9% | -31.2% |
| 10Y | +401.2% | +322.5% | +78.7% | -19.2% |
| All | +401.2% | +315.3% | +85.9% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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