-33.0%
RXD vs VOO
+80.3%
-113.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +0.6% |
| 7D | +9.2% | -2.0% | +11.1% | +6.8% |
| 30D | +2.4% | -1.7% | +4.0% | +0.5% |
| 3M | -15.5% | +4.7% | -20.2% | -11.0% |
| 6M | -15.8% | +12.6% | -28.3% | -2.9% |
| YTD | -13.2% | +11.8% | -24.9% | -0.5% |
| 1Y | -32.0% | +17.5% | -49.5% | -16.9% |
| 3Y | -32.1% | +77.0% | -109.1% | +46.1% |
| 5Y | -33.0% | +82.6% | -115.5% | +72.1% |
| All | -33.0% | +80.3% | -113.3% | +72.1% |
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 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