-95.3%
CRE price history and return analytics
+20.8%
-116.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | +0.4% |
| 7D | -0.4% | +0.4% | -0.8% | -0.1% |
| 30D | -13.1% | -2.6% | -10.5% | -14.3% |
| 3M | -6.4% | -3.2% | -3.2% | -8.1% |
| 6M | -11.6% | +0.9% | -12.5% | -10.0% |
| YTD | -10.4% | +11.3% | -21.7% | -7.3% |
| 1Y | -52.4% | +14.0% | -66.4% | -50.8% |
| All | -95.3% | +20.8% | -116.1% | -93.9% |
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