+589.0%
XLE vs VNQ
+392.1%
+197.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | 0.0% | -0.4% | +0.4% | +0.2% |
| 30D | +12.6% | -2.5% | +15.2% | +14.1% |
| 3M | +11.8% | +1.4% | +10.5% | +10.7% |
| 6M | +16.1% | +4.6% | +11.5% | +12.5% |
| YTD | +46.9% | +10.5% | +36.3% | +38.0% |
| 1Y | +53.3% | +8.4% | +44.9% | +45.5% |
| 3Y | +54.9% | +32.4% | +22.5% | +30.3% |
| 5Y | +225.7% | +5.5% | +220.2% | +206.2% |
| 10Y | +170.7% | +59.1% | +111.6% | +105.6% |
| All | +589.0% | +392.1% | +197.0% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VNQ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling