-29.9%
VST vs XLRE
+12.0%
-42.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -6.0% | +2.1% | -8.1% | -6.4% |
| 30D | -18.8% | +7.1% | -25.9% | -20.8% |
| 3M | -8.0% | +1.3% | -9.3% | -8.1% |
| 6M | -10.9% | +2.1% | -13.0% | -12.4% |
| YTD | -18.3% | +13.1% | -31.5% | -24.3% |
| 1Y | -29.9% | +11.9% | -41.8% | -35.1% |
| All | -29.9% | +12.0% | -42.0% | -35.1% |
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