+130.5%
REAX vs VOO
+118.7%
+11.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.0% |
| 6M | -32.4% | +13.0% | -45.4% | -39.9% |
| YTD | -48.8% | +13.6% | -62.4% | -54.6% |
| 1Y | -64.4% | +20.1% | -84.5% | -69.9% |
| 3Y | +2.6% | +77.6% | -75.0% | -35.6% |
| 5Y | -3.3% | +82.4% | -85.7% | -39.2% |
| All | +130.5% | +118.7% | +11.8% | -8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling