+75.1%
VTI vs CBRE
+41.5%
+33.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.1% |
| 7D | -0.4% | -1.7% | +1.3% | +0.2% |
| 30D | -1.6% | -3.0% | +1.4% | -0.8% |
| 3M | +3.6% | +2.6% | +0.9% | +1.9% |
| 6M | +13.0% | +2.0% | +11.0% | +11.0% |
| YTD | +12.7% | -13.1% | +25.8% | +16.6% |
| 1Y | +18.4% | -13.8% | +32.2% | +22.5% |
| 3Y | +76.4% | +63.9% | +12.6% | +35.2% |
| All | +75.1% | +41.5% | +33.6% | +36.8% |
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