+377.2%
VZ vs CBRE
+2,234.5%
-1,857.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +0.1% | -2.0% | +2.0% | +0.3% |
| 30D | +7.9% | -2.2% | +10.1% | +8.2% |
| 3M | +13.6% | +12.9% | +0.7% | +11.6% |
| 6M | +1.1% | +4.3% | -3.2% | +0.2% |
| YTD | +29.3% | -8.0% | +37.3% | +29.8% |
| 1Y | +21.2% | -8.6% | +29.8% | +21.7% |
| 3Y | +75.9% | +71.9% | +4.0% | +59.2% |
| 5Y | +24.1% | +50.0% | -25.9% | +13.3% |
| 10Y | +62.4% | +390.1% | -327.7% | +21.2% |
| All | +377.2% | +2,234.5% | -1,857.3% | +152.1% |
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