+72.2%
CBRE vs VT
+75.0%
-2.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | +0.4% | -2.4% | -2.4% |
| 30D | -2.2% | +1.0% | -3.2% | -3.1% |
| 3M | +12.9% | +2.4% | +10.5% | +9.8% |
| 6M | +4.3% | +12.0% | -7.7% | -8.5% |
| YTD | -8.0% | +15.3% | -23.4% | -21.9% |
| 1Y | -8.6% | +22.6% | -31.1% | -27.9% |
| All | +72.2% | +75.0% | -2.8% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling