+128.1%
VTR vs CBRE
+63.2%
+65.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | -2.9% | -1.7% | -1.2% | -2.6% |
| 30D | -2.8% | -3.0% | +0.2% | -2.4% |
| 3M | +9.0% | +2.6% | +6.4% | +8.0% |
| 6M | +5.0% | +2.0% | +3.0% | +3.7% |
| YTD | +16.9% | -13.1% | +30.1% | +19.0% |
| 1Y | +34.3% | -13.8% | +48.1% | +36.8% |
| All | +128.1% | +63.2% | +65.0% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling