+805.8%
VOO vs CBRE
+623.9%
+181.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.5% |
| 7D | -0.6% | -0.5% | 0.0% | -0.4% |
| 30D | -3.6% | +3.1% | -6.7% | -4.9% |
| 3M | -2.7% | -6.4% | +3.6% | -1.2% |
| 6M | +2.2% | -7.9% | +10.1% | +3.9% |
| YTD | +10.9% | -16.2% | +27.1% | +15.3% |
| 1Y | +11.3% | -11.2% | +22.6% | +13.4% |
| 3Y | +76.9% | +83.4% | -6.5% | +36.6% |
| 5Y | +73.5% | +28.4% | +45.1% | +49.1% |
| 10Y | +307.7% | +386.8% | -79.1% | +113.5% |
| All | +805.8% | +623.9% | +181.9% | +283.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling