+2,317.2%
CBRE vs VRSN
+1,909.2%
+407.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | -2.2% | -0.2% | -2.0% | -2.3% |
| 3M | +12.9% | -0.3% | +13.2% | +12.1% |
| 6M | +4.3% | +23.0% | -18.7% | -10.4% |
| YTD | -8.0% | +21.3% | -29.4% | -20.9% |
| 1Y | -8.6% | +6.7% | -15.3% | -15.0% |
| 3Y | +71.9% | +45.0% | +26.9% | +25.5% |
| 5Y | +50.0% | +35.0% | +15.0% | +11.7% |
| 10Y | +390.1% | +276.3% | +113.7% | +64.4% |
| All | +2,317.2% | +1,909.2% | +407.9% | +190.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling