+426.7%
VRTX vs XLRE
+89.0%
+337.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -5.6% | -1.2% | -4.5% | -5.1% |
| 30D | -2.0% | -2.4% | +0.4% | -0.8% |
| 3M | +15.8% | -2.5% | +18.3% | +17.1% |
| 6M | +4.7% | +4.0% | +0.7% | +2.5% |
| YTD | +13.7% | +9.3% | +4.4% | +8.5% |
| 1Y | +29.7% | +5.6% | +24.1% | +25.9% |
| 3Y | +48.4% | +31.3% | +17.2% | +28.4% |
| 5Y | +173.3% | +9.5% | +163.8% | +155.9% |
| All | +426.7% | +89.0% | +337.7% | +272.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling