+415.2%
RXI vs VOO
+802.4%
-387.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -4.0% | -2.0% | -2.0% | -2.0% |
| 30D | -7.5% | -1.7% | -5.8% | -5.9% |
| 3M | -1.1% | +4.7% | -5.8% | -5.6% |
| 6M | -2.5% | +12.6% | -15.1% | -13.4% |
| YTD | -7.1% | +11.8% | -18.8% | -16.9% |
| 1Y | -4.0% | +17.5% | -21.5% | -18.4% |
| 3Y | +29.5% | +77.0% | -47.5% | -27.1% |
| 5Y | +18.7% | +82.6% | -63.9% | -34.7% |
| 10Y | +142.5% | +320.0% | -177.5% | -42.7% |
| All | +415.2% | +802.4% | -387.2% | -47.1% |
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 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