+88.0%
VTR vs CBRE
+42.7%
+45.3%
-41.8%
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% | 0.0% |
| 7D | -2.9% | -1.7% | -1.2% | -2.5% |
| 30D | -2.8% | -3.0% | +0.2% | -2.1% |
| 3M | +9.0% | +2.6% | +6.4% | +7.4% |
| 6M | +5.0% | +2.0% | +3.0% | +3.1% |
| YTD | +16.9% | -13.1% | +30.1% | +20.1% |
| 1Y | +34.3% | -13.8% | +48.1% | +38.0% |
| 3Y | +131.6% | +63.9% | +67.7% | +74.3% |
| 5Y | +88.0% | +42.3% | +45.7% | +43.1% |
| All | +88.0% | +42.7% | +45.3% | +43.1% |
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