+85.6%
VTRS vs CBRE
+61.2%
+24.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -3.3% | -7.2% | +3.9% | -0.9% |
| 30D | +1.4% | -6.4% | +7.8% | +3.3% |
| 3M | +4.6% | +2.9% | +1.7% | +3.2% |
| 6M | +18.1% | +2.5% | +15.5% | +16.3% |
| YTD | +34.7% | -14.2% | +48.8% | +39.3% |
| 1Y | +65.6% | -15.1% | +80.8% | +71.5% |
| All | +85.6% | +61.2% | +24.4% | +41.9% |
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