+45.0%
CBRE vs VOO
+82.3%
-37.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.2% |
| 7D | -1.5% | +0.5% | -2.1% | -2.1% |
| 30D | -4.0% | -0.9% | -3.1% | -2.9% |
| 3M | +8.0% | +3.9% | +4.1% | +3.3% |
| 6M | +4.0% | +14.5% | -10.6% | -11.0% |
| YTD | -11.5% | +13.0% | -24.5% | -22.9% |
| 1Y | -13.0% | +19.4% | -32.4% | -28.9% |
| 3Y | +66.9% | +78.9% | -12.0% | -14.8% |
| 5Y | +45.0% | +82.3% | -37.2% | -26.7% |
| All | +45.0% | +82.3% | -37.3% | -26.7% |
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