+35.6%
VSH vs CBRE
+67.4%
-31.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.7% | +0.8% |
| 7D | +6.2% | -1.5% | +7.7% | +6.8% |
| 30D | -11.1% | -4.0% | -7.1% | -9.9% |
| 3M | -44.9% | +8.0% | -52.9% | -48.3% |
| 6M | +90.0% | +4.0% | +86.0% | +80.4% |
| YTD | +118.8% | -11.5% | +130.3% | +125.8% |
| 1Y | +109.0% | -13.0% | +122.0% | +117.7% |
| 3Y | +35.6% | +66.9% | -31.3% | -8.9% |
| All | +35.6% | +67.4% | -31.8% | -8.9% |
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