+52.6%
VXUS vs XLRE
+7.1%
+45.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.9% |
| 7D | -1.9% | -2.7% | +0.8% | -0.6% |
| 30D | -0.7% | -2.3% | +1.6% | +0.4% |
| 3M | +4.9% | -3.5% | +8.4% | +6.5% |
| 6M | +9.7% | +1.9% | +7.8% | +8.2% |
| YTD | +15.0% | +8.3% | +6.7% | +10.0% |
| 1Y | +22.4% | +6.4% | +16.1% | +18.1% |
| 3Y | +72.2% | +30.2% | +42.0% | +48.5% |
| 5Y | +52.6% | +8.6% | +44.0% | +42.8% |
| All | +52.6% | +7.1% | +45.5% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling