-68.8%
RGTZ vs VOO
+13.3%
-82.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.4% | +13.8% | +10.5% |
| 7D | +33.9% | +2.6% | +31.3% | +66.1% |
| 30D | -2.5% | -2.0% | -0.5% | -7.9% |
| 3M | +84.7% | -2.8% | +87.5% | +71.6% |
| 6M | -52.9% | +2.2% | -55.1% | -17.0% |
| YTD | -76.5% | +11.5% | -88.0% | -4.1% |
| 1Y | -81.7% | +13.5% | -95.2% | -6.2% |
| All | -68.8% | +13.3% | -82.1% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling