+22.0%
VTR vs CBRE
-6.2%
+28.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.1% | -1.6% | +2.3% |
| 7D | +10.0% | +14.1% | -4.0% | +9.4% |
| 30D | +9.6% | +9.0% | +0.6% | +9.1% |
| 3M | -1.2% | -6.6% | +5.4% | -1.5% |
| 6M | +2.8% | +0.8% | +2.1% | +2.0% |
| YTD | +17.4% | -12.2% | +29.6% | +15.1% |
| 1Y | +22.0% | -6.8% | +28.8% | +20.4% |
| All | +22.0% | -6.2% | +28.2% | +20.4% |
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