+13.8%
VRT vs CBRE
-6.2%
+20.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.1% | -17.0% | -11.7% |
| 7D | -15.4% | +14.1% | -29.5% | -12.3% |
| 30D | -19.0% | +9.0% | -28.0% | -16.9% |
| 3M | -23.8% | -6.6% | -17.3% | -25.8% |
| 6M | -37.9% | +0.8% | -38.6% | -36.9% |
| YTD | +27.0% | -12.2% | +39.2% | +12.5% |
| 1Y | +13.8% | -6.8% | +20.6% | +0.6% |
| All | +13.8% | -6.2% | +20.0% | +0.6% |
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 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