-14.8%
VEEV vs CBRE
+42.7%
-57.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.7% |
| 7D | -7.1% | -1.7% | -5.4% | -6.4% |
| 30D | +11.1% | -3.0% | +14.1% | +12.2% |
| 3M | +55.5% | +2.6% | +52.9% | +53.1% |
| 6M | +33.4% | +2.0% | +31.4% | +30.9% |
| YTD | +16.8% | -13.1% | +30.0% | +22.8% |
| 1Y | -7.7% | -13.8% | +6.1% | -3.0% |
| 3Y | +18.4% | +63.9% | -45.5% | -15.1% |
| 5Y | -14.8% | +42.3% | -57.1% | -34.9% |
| All | -14.8% | +42.7% | -57.5% | -34.9% |
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