+2,545.5%
VRT vs CBRE
+183.4%
+2,362.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.8% | -7.8% | -8.8% |
| 7D | +2.4% | -1.7% | +4.1% | +3.2% |
| 30D | -2.7% | -3.0% | +0.3% | -1.8% |
| 3M | -9.2% | +2.6% | -11.8% | -12.0% |
| 6M | -0.5% | +2.0% | -2.5% | -4.0% |
| YTD | +62.3% | -13.1% | +75.5% | +65.7% |
| 1Y | +109.6% | -13.8% | +123.4% | +113.5% |
| 3Y | +573.1% | +63.9% | +509.2% | +370.9% |
| 5Y | +953.6% | +42.3% | +911.3% | +696.7% |
| All | +2,545.5% | +183.4% | +2,362.1% | +1,306.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling