+729.5%
VTV vs CBRE
+2,001.9%
-1,272.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +2.9% | -1.8% | +4.7% | +3.3% |
| 30D | +3.8% | +3.3% | +0.5% | +2.8% |
| 3M | +1.6% | -12.4% | +13.9% | +4.4% |
| 6M | +11.2% | -5.4% | +16.6% | +11.8% |
| YTD | +22.0% | -17.2% | +39.2% | +25.8% |
| 1Y | +24.9% | -13.1% | +38.0% | +27.3% |
| 3Y | +78.5% | +81.6% | -3.1% | +50.7% |
| 5Y | +77.8% | +26.4% | +51.3% | +61.4% |
| 10Y | +231.1% | +381.6% | -150.6% | +116.1% |
| All | +729.5% | +2,001.9% | -1,272.4% | +237.4% |
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