+75.6%
IVV vs CBRE
+28.0%
+47.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | -0.9% | -4.6% | +3.7% | +0.6% |
| 30D | -2.3% | +3.0% | -5.3% | -3.5% |
| 3M | -1.2% | -8.7% | +7.6% | +1.4% |
| 6M | +3.3% | -7.9% | +11.2% | +5.1% |
| YTD | +12.3% | -16.3% | +28.6% | +17.1% |
| 1Y | +12.5% | -13.1% | +25.6% | +15.5% |
| 3Y | +79.2% | +83.1% | -4.0% | +31.2% |
| 5Y | +75.6% | +27.7% | +47.9% | +44.6% |
| All | +75.6% | +28.0% | +47.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 5y: compounded portfolio wealth divided by compounded CBRE 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…
5y analysis · Full analysis span regression · 6 months rolling