+379.7%
VRT vs CBRE
+82.7%
+296.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | +10.5% | -1.8% | +12.3% | +10.9% |
| 30D | -9.3% | +3.3% | -12.6% | -9.9% |
| 3M | -29.6% | -12.4% | -17.2% | -28.0% |
| 6M | -45.4% | -5.4% | -40.0% | -45.2% |
| YTD | +24.8% | -17.2% | +42.0% | +26.9% |
| 1Y | +23.6% | -13.1% | +36.7% | +22.7% |
| 3Y | +379.7% | +81.6% | +298.1% | +279.7% |
| All | +379.7% | +82.7% | +296.9% | +279.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling