+292.2%
VIAV vs XLRE
+31.2%
+261.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.8% | +3.1% |
| 7D | +11.2% | -1.2% | +12.3% | +11.9% |
| 30D | -10.1% | -2.4% | -7.7% | -8.9% |
| 3M | -22.9% | -2.5% | -20.4% | -22.4% |
| 6M | +28.8% | +4.0% | +24.8% | +24.1% |
| YTD | +117.5% | +9.3% | +108.2% | +103.0% |
| 1Y | +216.1% | +5.6% | +210.5% | +201.5% |
| 3Y | +292.2% | +31.3% | +260.9% | +195.7% |
| All | +292.2% | +31.2% | +261.0% | +195.7% |
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 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