+66.9%
CBRE vs VRSN
+38.4%
+28.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -3.1% |
| 7D | -1.5% | -2.1% | +0.6% | -1.1% |
| 30D | -4.0% | -3.9% | -0.1% | -3.2% |
| 3M | +8.0% | -0.1% | +8.1% | +7.8% |
| 6M | +4.0% | +16.4% | -12.4% | +0.4% |
| YTD | -11.5% | +17.2% | -28.8% | -15.0% |
| 1Y | -13.0% | +1.0% | -14.0% | -14.1% |
| 3Y | +66.9% | +39.1% | +27.8% | +43.5% |
| All | +66.9% | +38.4% | +28.5% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VRSN 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling