+31.2%
VCIT vs XLRE
+112.9%
-81.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.4% | +0.8% | -2.3% | -1.5% |
| 30D | +0.6% | +6.9% | -6.4% | -0.3% |
| 3M | -2.2% | -0.8% | -1.4% | -2.2% |
| 6M | -2.3% | +2.1% | -4.4% | -2.6% |
| YTD | -2.2% | +12.6% | -14.8% | -3.7% |
| 1Y | -1.4% | +12.5% | -13.9% | -2.9% |
| 3Y | +18.7% | +44.2% | -25.5% | +13.4% |
| 5Y | +3.6% | +9.1% | -5.5% | +1.1% |
| All | +31.2% | +112.9% | -81.8% | +20.3% |
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