+386.8%
CBRE price history and return analytics
+217.6%
+169.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.9% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | +3.1% | -3.1% | +6.1% | +7.1% |
| 3M | -6.4% | -3.5% | -2.9% | -2.0% |
| 6M | -7.9% | +0.5% | -8.3% | -9.1% |
| YTD | -16.2% | +10.8% | -26.9% | -27.0% |
| 1Y | -11.2% | +11.9% | -23.1% | -23.7% |
| 3Y | +83.4% | +73.0% | +10.4% | -10.6% |
| 5Y | +28.4% | +58.6% | -30.2% | -28.8% |
| 10Y | +386.8% | +219.2% | +167.6% | +6.6% |
| All | +386.8% | +217.6% | +169.1% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling