+34.5%
VGT vs CBRE
-15.0%
+49.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | -1.0% | -7.2% | +6.2% | -0.3% |
| 30D | -0.4% | -6.4% | +6.0% | +0.1% |
| 3M | +6.6% | +2.9% | +3.7% | +5.9% |
| 6M | +31.0% | +2.5% | +28.5% | +30.3% |
| YTD | +27.2% | -14.2% | +41.4% | +29.7% |
| 1Y | +34.5% | -15.1% | +49.6% | +35.8% |
| All | +34.5% | -15.0% | +49.4% | +35.8% |
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