+54.7%
OVV vs XLRE
+89.0%
-34.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -1.2% |
| 7D | -1.7% | -1.2% | -0.5% | -0.7% |
| 30D | +0.8% | -2.4% | +3.2% | +2.8% |
| 3M | +13.3% | -2.5% | +15.7% | +15.3% |
| 6M | +16.9% | +4.0% | +12.9% | +11.1% |
| YTD | +64.3% | +9.3% | +55.0% | +48.8% |
| 1Y | +54.2% | +5.6% | +48.6% | +44.1% |
| 3Y | +51.3% | +31.3% | +20.1% | +12.9% |
| 5Y | +154.3% | +9.5% | +144.7% | +123.8% |
| All | +54.7% | +89.0% | -34.3% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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