+47.5%
REIT vs VOO
+116.5%
-69.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | +1.4% | +2.0% | -0.6% | -0.3% |
| 6M | +4.5% | +13.0% | -8.5% | -4.5% |
| YTD | +15.7% | +13.6% | +2.1% | +5.3% |
| 1Y | +15.5% | +20.1% | -4.5% | +0.8% |
| 3Y | +34.4% | +77.6% | -43.2% | -14.2% |
| 5Y | +17.9% | +82.4% | -64.6% | -27.6% |
| All | +47.5% | +116.5% | -69.0% | -15.1% |
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