+574.8%
RTX vs VOO
+806.9%
-232.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.7% |
| 7D | +1.4% | -0.9% | +2.4% | +2.3% |
| 30D | +7.8% | -2.3% | +10.2% | +10.0% |
| 3M | -9.8% | -1.2% | -8.6% | -9.1% |
| 6M | +13.5% | +3.3% | +10.2% | +9.2% |
| YTD | +10.9% | +12.3% | -1.4% | -1.6% |
| 1Y | +14.0% | +12.5% | +1.5% | +0.9% |
| 3Y | +159.9% | +79.2% | +80.7% | +42.5% |
| 5Y | +151.7% | +75.7% | +76.0% | +37.8% |
| 10Y | +269.0% | +313.7% | -44.7% | -16.7% |
| All | +574.8% | +806.9% | -232.1% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling