-4.7%
REAX vs VOO
+82.6%
-87.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.8% |
| 7D | -11.5% | +0.1% | -11.6% | -11.5% |
| 30D | +7.9% | +0.1% | +7.9% | +7.9% |
| 3M | +15.2% | +2.0% | +13.2% | +13.2% |
| 6M | -32.4% | +13.0% | -45.4% | -39.3% |
| YTD | -48.8% | +13.6% | -62.4% | -54.1% |
| 1Y | -64.4% | +20.1% | -84.5% | -69.4% |
| 3Y | +2.6% | +77.6% | -75.0% | -31.0% |
| All | -4.7% | +82.6% | -87.3% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling