+267.4%
RTX vs VEA
+161.1%
+106.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +4.8% | +2.3% | +2.5% | +2.7% |
| 30D | +6.5% | +0.2% | +6.3% | +6.1% |
| 3M | -9.6% | -5.3% | -4.3% | -5.6% |
| 6M | +12.3% | -0.9% | +13.3% | +11.9% |
| YTD | +9.5% | +12.2% | -2.8% | -3.6% |
| 1Y | +15.8% | +16.1% | -0.2% | -1.3% |
| 3Y | +157.0% | +73.0% | +84.0% | +44.3% |
| 5Y | +148.8% | +53.7% | +95.1% | +57.0% |
| All | +267.4% | +161.1% | +106.3% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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