+717.8%
CBRE vs VOO
+817.1%
-99.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -2.2% | +0.1% | -2.2% | -2.2% |
| 3M | +12.9% | +2.0% | +10.9% | +9.5% |
| 6M | +4.3% | +13.0% | -8.7% | -11.8% |
| YTD | -8.0% | +13.6% | -21.6% | -22.5% |
| 1Y | -8.6% | +20.1% | -28.6% | -28.7% |
| 3Y | +71.9% | +77.6% | -5.7% | -21.3% |
| 5Y | +50.0% | +82.4% | -32.4% | -33.6% |
| 10Y | +390.1% | +316.8% | +73.2% | -35.4% |
| All | +717.8% | +817.1% | -99.3% | -71.5% |
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