-89.9%
RXD vs VOO
+325.3%
-415.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +1.4% |
| 7D | +7.4% | -0.8% | +8.2% | +6.4% |
| 30D | +3.5% | -1.1% | +4.6% | +2.1% |
| 3M | -14.0% | +3.9% | -17.9% | -9.9% |
| 6M | -15.8% | +13.6% | -29.4% | +0.2% |
| YTD | -12.9% | +12.7% | -25.6% | +2.7% |
| 1Y | -29.3% | +17.6% | -46.9% | -11.5% |
| 3Y | -31.0% | +77.3% | -108.4% | +61.1% |
| 5Y | -32.7% | +84.1% | -116.9% | +86.2% |
| All | -89.9% | +325.3% | -415.2% | +31.3% |
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