+197.2%
VIAV vs XLRE
+9.1%
+188.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +4.0% |
| 7D | -4.6% | -1.2% | -3.4% | -4.0% |
| 30D | -10.4% | -2.8% | -7.6% | -9.2% |
| 3M | -34.5% | -0.2% | -34.3% | -36.0% |
| 6M | +7.0% | +1.9% | +5.0% | +1.6% |
| YTD | +95.6% | +10.6% | +85.1% | +73.5% |
| 1Y | +197.2% | +8.8% | +188.4% | +162.7% |
| All | +197.2% | +9.1% | +188.0% | +162.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling