+1,162.4%
VST vs XLRE
+110.8%
+1,051.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -6.0% | +2.1% | -8.1% | -7.7% |
| 30D | -18.8% | +7.1% | -25.9% | -23.0% |
| 3M | -8.0% | +1.3% | -9.3% | -9.3% |
| 6M | -10.9% | +2.1% | -13.0% | -13.1% |
| YTD | -18.3% | +13.1% | -31.5% | -25.8% |
| 1Y | -29.9% | +11.9% | -41.8% | -35.9% |
| 3Y | +290.3% | +43.7% | +246.6% | +196.3% |
| 5Y | +635.3% | +9.7% | +625.6% | +569.0% |
| 10Y | +1,162.4% | +113.0% | +1,049.3% | +711.8% |
| All | +1,162.4% | +110.8% | +1,051.6% | +711.8% |
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 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