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 Wed 2026-10-07 Overall
Return 		Exponential
Trendline
O × 		+2,042.20%
+10.06%/yr 		+10.88%/yr
R2=0.946
Realty Income Corporation NYSE Common Stock
SPY × 		+1,191.31%
+8.33%/yr 		+6.15%/yr
R2=0.827
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Tue 1994-10-18💬 to Wed 2026-10-07 Start
Value 		End
Value
O × 		$10,000.00
1994-10-18 		$214,220.24
2026-10-07
SPY × 		$10,000.00
1994-10-18 		$129,130.86
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
O × 		−5.08% −8.80%
SPY × 		+10.74% +13.43%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
O × 		−28.06%
on 2026-10-07
from 2020-02-21 peak 		−48.25%
on 2020-03-18
from 2020-02-21 peak
SPY × 		−0.36%
on 2026-10-07
from 2026-08-13 peak 		−58.55%
on 2009-03-09
from 2000-03-24 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
O × 		−8.80% −9.40%
−4.82%/yr 		+15.16%
+4.82%/yr 		−13.94%
−2.96%/yr 		+4.02%
+0.39%/yr
SPY × 		+13.43% +31.40%
+14.63%/yr 		+71.80%
+19.77%/yr 		+54.90%
+9.15%/yr 		+204.09%
+11.76%/yr

Annual Returns

Year O SPY
2026 (YTD) −5.08% +10.74%
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 −8.30% −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% −23.41%
2001 +26.18% −13.10%
2000 +28.38% −12.70%
1999 −11.50% +17.24%
1998 +3.92% +26.65%
1997 +12.84% +31.24%
1996 +11.02% +18.63%
1995 +42.64% +34.61%
1994 +9.85% −2.22%
1993 — +6.22%