+297.8%
VTI vs CBRE
+407.4%
-109.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.1% |
| 7D | -0.9% | -5.0% | +4.1% | +0.9% |
| 30D | -1.4% | -4.7% | +3.2% | +0.1% |
| 3M | +3.6% | +6.5% | -2.9% | +0.5% |
| 6M | +13.6% | +6.1% | +7.6% | +9.9% |
| YTD | +12.9% | -12.6% | +25.5% | +16.6% |
| 1Y | +17.2% | -15.3% | +32.5% | +22.2% |
| 3Y | +75.7% | +64.6% | +11.1% | +37.2% |
| 5Y | +75.4% | +45.0% | +30.4% | +41.2% |
| All | +297.8% | +407.4% | -109.7% | +104.5% |
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