+573.1%
RTX vs VOO
+817.1%
-244.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | -9.4% | +0.1% | -9.4% | -9.5% |
| 3M | +12.3% | +2.0% | +10.3% | +9.7% |
| 6M | -3.1% | +13.0% | -16.2% | -14.2% |
| YTD | +10.7% | +13.6% | -2.9% | -2.6% |
| 1Y | +28.4% | +20.1% | +8.3% | +7.2% |
| 3Y | +147.1% | +77.6% | +69.5% | +37.1% |
| 5Y | +167.2% | +82.4% | +84.8% | +41.0% |
| 10Y | +274.7% | +316.8% | -42.1% | -15.7% |
| All | +573.1% | +817.1% | -244.0% | -33.9% |
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