+69.4%
RTXG vs VOO
+29.9%
+39.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -6.1% | +0.5% | -6.6% | -6.4% |
| 30D | -21.0% | -0.9% | -20.1% | -20.5% |
| 3M | +18.9% | +3.9% | +15.0% | +14.8% |
| 6M | -17.1% | +14.5% | -31.6% | -28.2% |
| YTD | +5.3% | +13.0% | -7.7% | -7.8% |
| 1Y | +42.7% | +19.4% | +23.3% | +22.3% |
| All | +69.4% | +29.9% | +39.5% | +65.3% |
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 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