+54.4%
VXUS vs CBRE
+50.7%
+3.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +1.0% | -2.0% | +3.0% | +1.6% |
| 30D | +2.2% | -2.2% | +4.4% | +2.7% |
| 3M | +3.0% | +12.9% | -9.9% | -1.3% |
| 6M | +10.7% | +4.3% | +6.3% | +8.5% |
| YTD | +17.8% | -8.0% | +25.9% | +19.2% |
| 1Y | +27.6% | -8.6% | +36.1% | +29.0% |
| 3Y | +73.3% | +71.9% | +1.4% | +36.1% |
| All | +54.4% | +50.7% | +3.6% | +23.4% |
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 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