+39.9%
VSH vs CBRE
+26.1%
+13.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.4% |
| 7D | +14.3% | -1.8% | +16.1% | +15.5% |
| 30D | -7.9% | +3.3% | -11.2% | -9.7% |
| 3M | -19.9% | -12.4% | -7.5% | -15.1% |
| 6M | -30.5% | -5.4% | -25.2% | -30.6% |
| YTD | +85.7% | -17.2% | +102.9% | +96.9% |
| 1Y | +98.9% | -13.1% | +112.0% | +104.4% |
| 3Y | +32.1% | +81.6% | -49.5% | -13.4% |
| All | +39.9% | +26.1% | +13.8% | +8.8% |
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