+493.1%
VRTX vs CBRE
+421.6%
+71.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.2% |
| 7D | -0.4% | +1.0% | -1.5% | -0.7% |
| 30D | +8.0% | +5.6% | +2.4% | +6.3% |
| 3M | +11.0% | -6.8% | +17.8% | +12.6% |
| 6M | +28.2% | -5.6% | +33.7% | +29.2% |
| YTD | +21.5% | -14.1% | +35.6% | +24.7% |
| 1Y | +34.5% | -9.5% | +44.0% | +36.1% |
| 3Y | +49.5% | +91.8% | -42.3% | +21.6% |
| 5Y | +188.3% | +30.3% | +158.0% | +154.8% |
| 10Y | +493.1% | +406.9% | +86.2% | +220.0% |
| All | +493.1% | +421.6% | +71.5% | +220.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling