+23.6%
VRT vs CBRE
-13.6%
+37.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.5% |
| 7D | +10.5% | -1.8% | +12.3% | +10.1% |
| 30D | -9.3% | +3.3% | -12.6% | -8.3% |
| 3M | -29.6% | -12.4% | -17.2% | -32.5% |
| 6M | -45.4% | -5.4% | -40.0% | -45.3% |
| YTD | +24.8% | -17.2% | +42.0% | +8.4% |
| 1Y | +23.6% | -13.1% | +36.7% | +5.5% |
| All | +23.6% | -13.6% | +37.2% | +5.5% |
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 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