+22.3%
VZ vs CBRE
+28.0%
-5.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +0.9% | -4.6% | +5.6% | +1.4% |
| 30D | +8.9% | +3.0% | +6.0% | +8.5% |
| 3M | +0.1% | -8.7% | +8.8% | +1.0% |
| 6M | +1.9% | -7.9% | +9.8% | +2.5% |
| YTD | +22.0% | -16.3% | +38.3% | +23.5% |
| 1Y | +22.1% | -13.1% | +35.2% | +22.8% |
| 3Y | +58.7% | +83.1% | -24.5% | +37.6% |
| 5Y | +22.3% | +27.7% | -5.4% | +8.7% |
| All | +22.3% | +28.0% | -5.7% | +8.7% |
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