-34.9%
VST vs XLRE
+14.1%
-49.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.3% | -17.1% | -14.4% |
| 7D | -15.7% | +7.1% | -22.8% | -17.6% |
| 30D | -17.0% | +10.9% | -27.9% | -20.4% |
| 3M | -15.9% | +0.7% | -16.6% | -15.5% |
| 6M | -25.0% | +4.1% | -29.1% | -27.0% |
| YTD | -25.1% | +14.5% | -39.6% | -31.8% |
| 1Y | -34.9% | +14.1% | -49.0% | -40.6% |
| All | -34.9% | +14.1% | -49.0% | -40.6% |
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