+385.0%
CBRE price history and return analytics
+221.4%
+163.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.2% |
| 7D | -1.5% | +1.0% | -2.5% | -2.7% |
| 30D | -4.0% | -0.2% | -3.8% | -3.6% |
| 3M | +8.0% | +4.5% | +3.5% | +1.6% |
| 6M | +4.0% | +14.1% | -10.1% | -12.9% |
| YTD | -11.5% | +14.8% | -26.3% | -26.3% |
| 1Y | -13.0% | +21.2% | -34.2% | -32.6% |
| 3Y | +66.9% | +76.6% | -9.7% | -20.6% |
| 5Y | +45.0% | +66.6% | -21.5% | -24.6% |
| 10Y | +385.0% | +222.3% | +162.8% | +4.6% |
| All | +385.0% | +221.4% | +163.6% | +4.6% |
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