+32.1%
REAX vs VOO
+114.8%
-82.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -15.5% | +2.6% | -18.1% | -17.6% |
| 30D | -21.3% | -2.0% | -19.3% | -19.5% |
| 3M | -55.4% | -2.8% | -52.6% | -54.0% |
| 6M | -38.9% | +2.2% | -41.0% | -39.8% |
| YTD | -70.7% | +11.5% | -82.2% | -73.4% |
| 1Y | -72.3% | +13.5% | -85.8% | -75.2% |
| 3Y | -23.6% | +78.1% | -101.7% | -51.7% |
| 5Y | -62.5% | +73.1% | -135.6% | -74.5% |
| All | +32.1% | +114.8% | -82.7% | -46.4% |
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