+155.9%
REAX vs VOO
+116.5%
+39.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.6% |
| 7D | +15.0% | -0.4% | +15.3% | +15.3% |
| 30D | -3.1% | -1.4% | -1.8% | -1.9% |
| 3M | +23.4% | +3.7% | +19.7% | +19.2% |
| 6M | -17.7% | +13.0% | -30.8% | -27.0% |
| YTD | -43.2% | +12.4% | -55.6% | -49.1% |
| 1Y | -59.6% | +18.6% | -78.2% | -65.4% |
| 3Y | +15.2% | +78.1% | -62.9% | -27.8% |
| 5Y | +8.0% | +82.3% | -74.3% | -32.8% |
| All | +155.9% | +116.5% | +39.4% | +2.5% |
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