+67.6%
RTXG vs VOO
+29.3%
+38.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.7% |
| 7D | -3.4% | -0.4% | -3.1% | -3.1% |
| 30D | -22.4% | -1.4% | -21.1% | -21.7% |
| 3M | +13.8% | +3.7% | +10.1% | +10.0% |
| 6M | -17.6% | +13.0% | -30.6% | -27.9% |
| YTD | +4.2% | +12.4% | -8.2% | -8.5% |
| 1Y | +45.4% | +18.6% | +26.8% | +25.0% |
| All | +67.6% | +29.3% | +38.4% | +64.1% |
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 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