+283.9%
RTX vs VOO
+315.3%
-31.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.2% |
| 7D | -1.6% | -0.4% | -1.2% | -1.3% |
| 30D | -11.6% | -1.4% | -10.2% | -10.5% |
| 3M | +9.2% | +3.7% | +5.4% | +5.3% |
| 6M | -4.4% | +13.0% | -17.5% | -14.9% |
| YTD | +8.9% | +12.4% | -3.6% | -2.8% |
| 1Y | +32.1% | +18.6% | +13.5% | +12.2% |
| 3Y | +151.2% | +78.1% | +73.2% | +41.0% |
| 5Y | +162.9% | +82.3% | +80.6% | +41.1% |
| 10Y | +283.9% | +322.5% | -38.6% | -11.3% |
| All | +283.9% | +315.3% | -31.4% | -11.3% |
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