+376.1%
ROIV vs XLRE
+8.8%
+367.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.1% |
| 7D | +9.2% | +0.1% | +9.1% | +9.1% |
| 30D | +19.9% | +6.0% | +13.9% | +15.4% |
| 3M | +10.6% | +0.5% | +10.0% | +10.1% |
| 6M | +36.1% | +1.2% | +34.8% | +34.4% |
| YTD | +84.3% | +12.6% | +71.7% | +69.6% |
| 1Y | +87.6% | +11.0% | +76.6% | +74.2% |
| 3Y | +353.9% | +43.0% | +311.0% | +256.3% |
| 5Y | +376.1% | +9.1% | +367.0% | +332.6% |
| All | +376.1% | +8.8% | +367.3% | +332.6% |
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