+20.2%
VZ vs CBRE
+26.4%
-6.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +2.1% | +5.2% | -3.0% | +1.6% |
| 30D | +1.4% | +6.2% | -4.9% | +0.6% |
| 3M | -1.3% | -8.1% | +6.8% | -0.5% |
| 6M | -0.5% | -6.6% | +6.1% | 0.0% |
| YTD | +19.6% | -15.7% | +35.4% | +21.0% |
| 1Y | +22.4% | -9.7% | +32.0% | +22.4% |
| 3Y | +55.9% | +80.4% | -24.5% | +35.7% |
| All | +20.2% | +26.4% | -6.2% | +6.8% |
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