-20.9%
VST vs XLRE
+9.1%
-30.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.8% |
| 7D | +8.9% | -1.2% | +10.1% | +9.4% |
| 30D | +6.2% | -2.8% | +9.0% | +7.3% |
| 3M | -2.7% | -0.2% | -2.5% | -3.7% |
| 6M | -8.4% | +1.9% | -10.3% | -11.4% |
| YTD | -7.2% | +10.6% | -17.8% | -11.3% |
| 1Y | -20.9% | +8.8% | -29.7% | -23.8% |
| All | -20.9% | +9.1% | -30.0% | -23.8% |
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