+139.0%
VRT vs CBRE
-12.5%
+151.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.5% | +2.3% |
| 7D | +13.6% | -1.5% | +15.1% | +13.0% |
| 30D | +6.8% | -4.0% | +10.8% | +5.4% |
| 3M | -3.2% | +8.0% | -11.2% | +0.4% |
| 6M | +20.3% | +4.0% | +16.4% | +23.8% |
| YTD | +79.6% | -11.5% | +91.1% | +65.4% |
| 1Y | +139.0% | -13.0% | +152.0% | +120.2% |
| All | +139.0% | -12.5% | +151.5% | +120.2% |
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