+48.9%
REIT vs VOO
+113.4%
-64.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.3% |
| 7D | +1.0% | +3.3% | -2.3% | -1.2% |
| 30D | +5.1% | -2.7% | +7.7% | +6.9% |
| 3M | -0.5% | -1.7% | +1.3% | +0.6% |
| 6M | +1.8% | +3.1% | -1.3% | -0.8% |
| YTD | +16.8% | +11.9% | +4.9% | +7.2% |
| 1Y | +15.7% | +12.1% | +3.7% | +6.0% |
| 3Y | +47.3% | +78.6% | -31.3% | -6.6% |
| 5Y | +18.1% | +73.8% | -55.7% | -25.3% |
| All | +48.9% | +113.4% | -64.5% | -13.6% |
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