+110.4%
XLRE price history and return analytics
+248.9%
-138.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -0.3% | +1.0% | -1.3% | -1.1% |
| 30D | -2.4% | -0.2% | -2.2% | -2.2% |
| 3M | +0.6% | +4.5% | -4.0% | -3.4% |
| 6M | +3.9% | +14.1% | -10.1% | -7.4% |
| YTD | +10.5% | +14.8% | -4.3% | -2.2% |
| 1Y | +8.4% | +21.2% | -12.8% | -8.6% |
| 3Y | +32.8% | +76.6% | -43.8% | -19.5% |
| 5Y | +7.0% | +66.6% | -59.6% | -32.1% |
| 10Y | +83.8% | +222.3% | -138.5% | -31.7% |
| All | +110.4% | +248.9% | -138.5% | -25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling