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O vs. VUAA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

O vs. VUAA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Realty Income Corporation (O) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, O achieves a 13.70% return, which is significantly higher than VUAA.L's 8.41% return.


O

1D
1.31%
1M
1.67%
YTD
13.70%
6M
11.57%
1Y
14.88%
3Y*
6.59%
5Y*
3.49%
10Y*
4.89%

VUAA.L

1D
2.02%
1M
-0.83%
YTD
8.41%
6M
9.69%
1Y
24.92%
3Y*
20.75%
5Y*
13.22%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

O vs. VUAA.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
O
Realty Income Corporation
13.70%12.20%-2.11%-4.55%-7.38%23.95%-11.60%10.17%
VUAA.L
Vanguard S&P 500 UCITS ETF USD Accumulation
8.41%17.37%25.27%26.68%-18.63%29.34%20.33%14.82%

Correlation

The correlation between O and VUAA.L is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (All Time)
Calculated using the full available price history since May 14, 2019

0.15

The correlation between O and VUAA.L shifts across timeframes, from -0.08 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

O vs. VUAA.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

O
O Risk / Return Rank: 6666
Overall Rank
O Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
O Sortino Ratio Rank: 6262
Sortino Ratio Rank
O Omega Ratio Rank: 6161
Omega Ratio Rank
O Calmar Ratio Rank: 6868
Calmar Ratio Rank
O Martin Ratio Rank: 6969
Martin Ratio Rank

VUAA.L
VUAA.L Risk / Return Rank: 7474
Overall Rank
VUAA.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VUAA.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
VUAA.L Omega Ratio Rank: 7272
Omega Ratio Rank
VUAA.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
VUAA.L Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

O vs. VUAA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Realty Income Corporation (O) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OVUAA.LDifference
Sharpe ratioReturn per unit of total volatility

-1.15

Sortino ratioReturn per unit of downside risk

-1.75

Omega ratioGain probability vs. loss probability

1.15

1.37

-0.21

Calmar ratioReturn relative to maximum drawdown

1.29

2.99

-1.70

Martin ratioReturn relative to average drawdown

3.12

12.46

-9.34

O vs. VUAA.L - Sharpe Ratio Comparison

The current O Sharpe Ratio is 0.88, which is lower than the VUAA.L Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of O and VUAA.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

O vs. VUAA.L - Drawdown Comparison

The maximum O drawdown since its inception was -48.45%, which is greater than VUAA.L's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for O and VUAA.L.


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Drawdown Indicators


OVUAA.LDifference

Max Drawdown

Largest peak-to-trough decline

-48.45%

-34.05%

-14.40%

Max Drawdown (1Y)

Largest decline over 1 year

-11.10%

-8.18%

-2.92%

Max Drawdown (3Y)

Largest decline over 3 years

-26.49%

-18.39%

-8.10%

Max Drawdown (5Y)

Largest decline over 5 years

-34.48%

-24.36%

-10.12%

Max Drawdown (10Y)

Largest decline over 10 years

-48.28%

Current Drawdown

Current decline from peak

-5.94%

-2.26%

-3.68%

Average Drawdown

Average peak-to-trough decline

-9.20%

-4.99%

-4.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.58%

1.97%

+2.61%

Volatility

O vs. VUAA.L - Volatility Comparison

Realty Income Corporation (O) has a higher volatility of 5.29% compared to Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) at 3.99%. This indicates that O's price experiences larger fluctuations and is considered to be riskier than VUAA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OVUAA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

3.99%

+1.30%

Volatility (6M)

Calculated over the trailing 6-month period

11.98%

9.03%

+2.95%

Volatility (1Y)

Calculated over the trailing 1-year period

16.21%

12.03%

+4.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.92%

16.05%

+2.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.64%

17.81%

+7.83%

Dividends

O vs. VUAA.L - Dividend Comparison

O's dividend yield for the trailing twelve months is around 5.16%, while VUAA.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
O
Realty Income Corporation
5.16%6.19%5.37%5.33%4.68%3.87%4.51%3.69%4.19%4.45%4.18%4.41%
VUAA.L
Vanguard S&P 500 UCITS ETF USD Accumulation
0.00%0.00%0.00%0.00%0.00%0.00%1.63%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


O and VUAA.L have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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