+54.0%
REAX vs VOO
+114.3%
-60.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -3.8% |
| 7D | -15.6% | +0.1% | -15.7% | -15.3% |
| 30D | -20.3% | -3.3% | -17.0% | -17.4% |
| 3M | -41.7% | -2.4% | -39.3% | -40.1% |
| 6M | -38.9% | +2.6% | -41.5% | -40.1% |
| YTD | -65.8% | +11.3% | -77.1% | -68.9% |
| 1Y | -66.0% | +13.4% | -79.5% | -69.5% |
| 3Y | -10.9% | +80.3% | -91.2% | -44.1% |
| 5Y | -46.5% | +72.7% | -119.2% | -63.6% |
| All | +54.0% | +114.3% | -60.3% | -37.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling