+112.0%
VSH vs CBRE
-7.7%
+119.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.5% |
| 7D | +4.1% | -2.0% | +6.0% | +4.2% |
| 30D | -4.2% | -2.2% | -2.0% | -4.0% |
| 3M | -50.0% | +12.9% | -62.9% | -51.2% |
| 6M | +80.2% | +4.3% | +75.9% | +78.2% |
| YTD | +121.1% | -8.0% | +129.1% | +120.9% |
| 1Y | +112.0% | -8.6% | +120.6% | +104.6% |
| All | +112.0% | -7.7% | +119.7% | +104.6% |
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