+216.1%
VIAV vs XLRE
+7.1%
+208.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.8% | +3.2% |
| 7D | +11.2% | -1.2% | +12.3% | +11.8% |
| 30D | -10.1% | -2.4% | -7.7% | -9.2% |
| 3M | -22.9% | -2.5% | -20.4% | -23.0% |
| 6M | +28.8% | +4.0% | +24.8% | +19.4% |
| YTD | +117.5% | +9.3% | +108.2% | +93.7% |
| 1Y | +216.1% | +5.6% | +210.5% | +182.3% |
| All | +216.1% | +7.1% | +208.9% | +182.3% |
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 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