+3.3%
VCIT vs XLRE
+9.5%
-6.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | +0.7% | +2.3% | -1.6% | +0.3% |
| 30D | +1.8% | +7.3% | -5.5% | +0.6% |
| 3M | -1.6% | +0.1% | -1.6% | -1.6% |
| 6M | -2.1% | +2.3% | -4.3% | -2.6% |
| YTD | -1.6% | +13.3% | -14.9% | -3.8% |
| 1Y | -0.8% | +12.0% | -12.8% | -2.9% |
| 3Y | +19.9% | +45.5% | -25.5% | +11.7% |
| 5Y | +3.3% | +9.3% | -6.0% | -0.6% |
| All | +3.3% | +9.5% | -6.2% | -0.6% |
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