+97.3%
VTR vs CBRE
+398.3%
-301.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.8% |
| 7D | -1.8% | -7.2% | +5.4% | +1.8% |
| 30D | +4.0% | -6.4% | +10.4% | +7.0% |
| 3M | +7.8% | +2.9% | +4.9% | +5.2% |
| 6M | +6.4% | +2.5% | +3.8% | +3.2% |
| YTD | +18.3% | -14.2% | +32.5% | +23.5% |
| 1Y | +33.9% | -15.1% | +49.1% | +39.9% |
| 3Y | +134.3% | +61.9% | +72.4% | +62.2% |
| 5Y | +90.3% | +42.4% | +47.9% | +37.0% |
| All | +97.3% | +398.3% | -301.0% | -17.2% |
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