+28.4%
CBRE vs VOO
+72.8%
-44.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.1% |
| 7D | -0.5% | -0.6% | 0.0% | +0.1% |
| 30D | +3.1% | -3.6% | +6.7% | +7.3% |
| 3M | -6.4% | -2.7% | -3.6% | -3.4% |
| 6M | -7.9% | +2.2% | -10.1% | -10.5% |
| YTD | -16.2% | +10.9% | -27.1% | -25.5% |
| 1Y | -11.2% | +11.3% | -22.6% | -21.4% |
| 3Y | +83.4% | +76.9% | +6.5% | -5.6% |
| 5Y | +28.4% | +73.5% | -45.1% | -31.6% |
| All | +28.4% | +72.8% | -44.3% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling