+68.5%
VG vs CBRE
-13.6%
+82.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.7% |
| 7D | +14.0% | -1.8% | +15.7% | +13.2% |
| 30D | -1.0% | +3.3% | -4.3% | +1.1% |
| 3M | -2.7% | -12.4% | +9.7% | -5.3% |
| 6M | +1.5% | -5.4% | +6.8% | +1.8% |
| YTD | +93.7% | -17.2% | +110.9% | +101.7% |
| 1Y | +68.5% | -13.1% | +81.6% | +70.7% |
| All | +68.5% | -13.6% | +82.1% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling