+141.2%
OVV vs XLRE
+8.4%
+132.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -1.0% |
| 7D | -1.7% | -1.2% | -0.5% | -0.9% |
| 30D | +0.8% | -2.4% | +3.2% | +2.3% |
| 3M | +13.3% | -2.5% | +15.7% | +14.8% |
| 6M | +16.9% | +4.0% | +12.9% | +12.5% |
| YTD | +64.3% | +9.3% | +55.0% | +52.2% |
| 1Y | +54.2% | +5.6% | +48.6% | +46.4% |
| 3Y | +51.3% | +31.3% | +20.1% | +21.0% |
| All | +141.2% | +8.4% | +132.8% | +133.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling