+6.8%
VRT vs CBRE
-9.3%
+16.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.0% | +7.7% | +10.1% |
| 7D | -10.6% | +1.0% | -11.6% | -10.2% |
| 30D | -17.4% | +5.6% | -23.1% | -16.2% |
| 3M | -26.4% | -6.8% | -19.6% | -28.2% |
| 6M | -41.0% | -5.6% | -35.4% | -41.1% |
| YTD | +23.8% | -14.1% | +37.9% | +8.4% |
| All | +6.8% | -9.3% | +16.2% | -7.9% |
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 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