+108.1%
XLRE vs VOO
+361.7%
-253.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.2% |
| 7D | -1.2% | -0.8% | -0.4% | -0.6% |
| 30D | -2.4% | -1.1% | -1.3% | -1.6% |
| 3M | -2.5% | +3.9% | -6.4% | -5.7% |
| 6M | +4.0% | +13.6% | -9.7% | -6.6% |
| YTD | +9.3% | +12.7% | -3.4% | -1.3% |
| 1Y | +5.6% | +17.6% | -12.0% | -8.1% |
| 3Y | +31.3% | +77.3% | -46.0% | -19.9% |
| 5Y | +9.5% | +84.1% | -74.6% | -35.7% |
| 10Y | +89.0% | +323.5% | -234.6% | -42.5% |
| All | +108.1% | +361.7% | -253.6% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling