-78.6%
RGTZ vs VOO
+14.2%
-92.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +3.7% |
| 7D | -6.6% | -0.4% | -6.3% | -9.5% |
| 30D | +13.2% | -1.4% | +14.6% | +3.5% |
| 3M | -15.4% | +3.7% | -19.1% | +32.6% |
| 6M | -82.0% | +13.0% | -95.1% | -35.6% |
| YTD | -83.9% | +12.4% | -96.3% | -38.3% |
| All | -78.6% | +14.2% | -92.8% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling