+31.3%
XLRE vs VIG
+55.8%
-24.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.2% |
| 7D | -1.2% | -1.1% | -0.1% | -0.2% |
| 30D | -2.4% | -2.7% | +0.3% | 0.0% |
| 3M | -2.5% | +2.5% | -5.0% | -4.7% |
| 6M | +4.0% | +9.2% | -5.3% | -3.9% |
| YTD | +9.3% | +9.8% | -0.6% | +0.4% |
| 1Y | +5.6% | +12.4% | -6.8% | -5.1% |
| 3Y | +31.3% | +55.9% | -24.6% | -21.8% |
| All | +31.3% | +55.8% | -24.5% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling