+934.8%
VEEV vs XLRE
+107.7%
+827.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.6% |
| 7D | -8.2% | -2.7% | -5.5% | -6.6% |
| 30D | +10.3% | -2.3% | +12.7% | +11.9% |
| 3M | +59.4% | -3.5% | +62.8% | +63.0% |
| 6M | +37.6% | +1.9% | +35.7% | +35.5% |
| YTD | +16.9% | +8.3% | +8.6% | +10.6% |
| 1Y | -5.0% | +6.4% | -11.3% | -9.2% |
| 3Y | +18.5% | +30.2% | -11.8% | -2.0% |
| 5Y | -13.8% | +8.6% | -22.4% | -20.0% |
| 10Y | +547.0% | +87.4% | +459.6% | +329.2% |
| All | +934.8% | +107.7% | +827.1% | +544.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling