+63.4%
VSH vs CBRE
-6.2%
+69.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.1% | -9.2% | -5.1% |
| 7D | -13.6% | +14.1% | -27.7% | -14.0% |
| 30D | -30.4% | +9.0% | -39.4% | -30.3% |
| 3M | -33.3% | -6.6% | -26.7% | -32.8% |
| 6M | -15.1% | +0.8% | -15.8% | -14.9% |
| YTD | +80.2% | -12.2% | +92.5% | +78.2% |
| 1Y | +63.4% | -6.8% | +70.2% | +49.1% |
| All | +63.4% | -6.2% | +69.6% | +49.1% |
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