All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

O vs. SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 1994-10-18💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
O × 		+2,393.84%
+10.64%/yr 		+10.94%/yr
R2=0.948
Realty Income Corporation NYSE Common Stock
SPY × 		+1,185.11%
+8.36%/yr 		+6.11%/yr
R2=0.825
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Tue 1994-10-18💬 to Fri 2026-08-07 Start
Value 		End
Value
O × 		$10,000.00
1994-10-18 		$249,383.96
2026-08-07
SPY × 		$10,000.00
1994-10-18 		$128,510.74
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
O × 		+10.49% +11.40%
SPY × 		+10.21% +19.26%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
O × 		−16.26%
on 2026-08-07
from 2020-02-21 peak 		−48.25%
on 2020-03-18
from 2020-02-21 peak
SPY × 		—
on 2026-08-07 		−58.56%
on 2009-03-09
from 2000-03-24 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
O × 		+11.40% +8.53%
+4.18%/yr 		+12.19%
+3.91%/yr 		−3.71%
−0.75%/yr 		+8.82%
+0.85%/yr
SPY × 		+19.26% +43.25%
+19.69%/yr 		+62.58%
+17.59%/yr 		+52.35%
+8.79%/yr 		+198.75%
+11.57%/yr

Annual Returns

Year O SPY
2026 (YTD) +10.49% +10.21%
2025 +9.29% +14.65%
2024 −4.85% +21.39%
2023 −7.64% +22.09%
2022 −13.00% −23.15%
2021 +15.93% +20.27%
2020 −12.66% +16.74%
2019 +18.56% +28.29%
2018 +13.78% −6.35%
2017 +1.53% +19.19%
2016 +13.44% +9.73%
2015 +12.55% +0.50%
2014 +33.34% +12.61%
2013 −3.74% +30.35%
2012 +18.27% +14.01%
2011 +4.43% −1.04%
2010 +37.27% +13.36%
2009 +17.62% +23.01%
2008 −8.31% −36.85%
2007 −0.79% +1.01%
2006 +32.71% +13.00%
2005 −12.41% +1.35%
2004 +29.65% +7.21%
2003 +19.37% +25.82%
2002 +24.52% −23.40%
2001 +26.18% −13.10%
2000 +28.37% −12.70%
1999 −11.49% +17.24%
1998 +3.92% +26.65%
1997 +12.85% +31.24%
1996 +11.02% +18.63%
1995 +42.63% +34.61%
1994 +9.86% −2.22%
1993 — +6.22%