+905.2%
VRT vs CBRE
+50.7%
+854.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.7% |
| 7D | +9.1% | -2.0% | +11.1% | +10.3% |
| 30D | +0.9% | -2.2% | +3.1% | +1.6% |
| 3M | -13.4% | +12.9% | -26.3% | -21.4% |
| 6M | +11.7% | +4.3% | +7.4% | +5.7% |
| YTD | +73.2% | -8.0% | +81.3% | +71.6% |
| 1Y | +123.4% | -8.6% | +132.0% | +120.1% |
| 3Y | +606.2% | +71.9% | +534.3% | +285.3% |
| All | +905.2% | +50.7% | +854.5% | +509.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling