+279.2%
RTX vs VEA
+165.0%
+114.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.2% |
| 7D | -1.5% | -1.5% | -0.1% | -0.3% |
| 30D | -11.0% | -0.8% | -10.1% | -10.4% |
| 3M | +7.7% | +2.5% | +5.2% | +4.6% |
| 6M | -3.9% | +11.1% | -15.0% | -13.8% |
| YTD | +9.0% | +17.2% | -8.2% | -7.4% |
| 1Y | +27.3% | +24.5% | +2.7% | +2.1% |
| 3Y | +172.9% | +75.4% | +97.5% | +52.4% |
| 5Y | +165.2% | +61.1% | +104.1% | +60.7% |
| All | +279.2% | +165.0% | +114.2% | +42.0% |
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