+48.7%
REIT vs VOO
+112.6%
-63.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +0.8% | +2.6% | -1.7% | -0.9% |
| 30D | +6.2% | -2.0% | +8.2% | +7.5% |
| 3M | -1.5% | -2.8% | +1.2% | +0.2% |
| 6M | +2.3% | +2.2% | +0.2% | +0.3% |
| YTD | +16.7% | +11.5% | +5.2% | +7.3% |
| 1Y | +16.8% | +13.5% | +3.3% | +6.0% |
| 3Y | +48.8% | +78.1% | -29.3% | -5.5% |
| 5Y | +18.0% | +73.1% | -55.1% | -25.2% |
| All | +48.7% | +112.6% | -63.8% | -13.4% |
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