See what your fund actually adds
ALPS Active REIT ETF REIT
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | REIT | Replication |
|---|---|---|
| Annualized growth | 2.9% | 1.1% |
| Annualized volatility | 17.8% | 18.1% |
| Sharpe ratio | 0.25 | 0.15 |
| Maximum drawdown | 27.9% | 33.1% |
| Replication fit (R²) | 0.97 · Tracking error 3.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model REIT’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VNQ | Sector · Real Estate | 96.5% |
| DBEF | Intl · Dev Hedged | 3.5% |