-78.9%
RGTZ vs VOO
+14.5%
-93.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | +5.2% |
| 7D | -2.7% | -0.8% | -1.9% | -9.0% |
| 30D | +22.7% | -1.1% | +23.8% | +14.9% |
| 3M | -6.1% | +3.9% | -10.0% | +48.1% |
| 6M | -83.3% | +13.6% | -96.9% | -37.9% |
| YTD | -84.1% | +12.7% | -96.8% | -37.9% |
| All | -78.9% | +14.5% | -93.3% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling