+11.9%
XLRE vs VT
+12.5%
-0.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +7.1% | -3.1% | +10.2% | +8.1% |
| 3M | +1.3% | -3.5% | +4.7% | +2.3% |
| 6M | +2.1% | +0.5% | +1.7% | +1.8% |
| YTD | +13.1% | +10.8% | +2.4% | +7.0% |
| 1Y | +11.9% | +11.9% | 0.0% | +5.4% |
| All | +11.9% | +12.5% | -0.6% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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