+19.3%
VCIT vs XLRE
+33.2%
-13.9%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | -0.3% | -1.2% | +0.9% | -0.1% |
| 30D | -0.8% | -2.8% | +2.0% | -0.3% |
| 3M | -1.0% | -0.2% | -0.8% | -1.0% |
| 6M | -1.8% | +1.9% | -3.8% | -2.3% |
| YTD | -0.7% | +10.6% | -11.3% | -2.6% |
| 1Y | +1.0% | +8.8% | -7.8% | -0.7% |
| All | +19.3% | +33.2% | -13.9% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling