+228.7%
VTV vs CBRE
+407.4%
-178.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.1% |
| 7D | -1.1% | -5.0% | +3.9% | +0.6% |
| 30D | -1.0% | -4.7% | +3.6% | +0.4% |
| 3M | +4.6% | +6.5% | -1.9% | +1.8% |
| 6M | +13.5% | +6.1% | +7.5% | +10.1% |
| YTD | +18.5% | -12.6% | +31.1% | +22.0% |
| 1Y | +22.9% | -15.3% | +38.2% | +27.7% |
| 3Y | +67.8% | +64.6% | +3.2% | +32.7% |
| 5Y | +81.8% | +45.0% | +36.9% | +47.3% |
| All | +228.7% | +407.4% | -178.7% | +70.3% |
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