+644.4%
CBRE vs VOO
+806.9%
-162.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -1.8% |
| 7D | -4.6% | -0.9% | -3.7% | -3.6% |
| 30D | +3.0% | -2.3% | +5.3% | +6.0% |
| 3M | -8.7% | -1.2% | -7.6% | -7.4% |
| 6M | -7.9% | +3.3% | -11.2% | -12.4% |
| YTD | -16.3% | +12.3% | -28.6% | -28.5% |
| 1Y | -13.1% | +12.5% | -25.6% | -26.0% |
| 3Y | +83.1% | +79.2% | +3.9% | -17.4% |
| 5Y | +27.7% | +75.7% | -48.0% | -40.5% |
| 10Y | +386.9% | +313.7% | +73.2% | -35.4% |
| All | +644.4% | +806.9% | -162.5% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling