+714.7%
VTV vs CBRE
+2,234.5%
-1,519.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +0.5% | -2.0% | +2.5% | +0.9% |
| 30D | +1.1% | -2.2% | +3.3% | +1.5% |
| 3M | +5.9% | +12.9% | -7.0% | +2.5% |
| 6M | +11.6% | +4.3% | +7.3% | +9.9% |
| YTD | +19.8% | -8.0% | +27.9% | +20.9% |
| 1Y | +26.2% | -8.6% | +34.8% | +27.4% |
| 3Y | +68.5% | +71.9% | -3.4% | +44.3% |
| 5Y | +79.9% | +50.0% | +29.9% | +57.2% |
| 10Y | +229.7% | +390.1% | -160.4% | +114.2% |
| All | +714.7% | +2,234.5% | -1,519.8% | +224.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling