+162.9%
RTX vs VEA
+60.9%
+102.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.2% |
| 7D | -1.6% | +0.3% | -1.9% | -1.8% |
| 30D | -11.6% | +0.4% | -12.0% | -11.8% |
| 3M | +9.2% | +4.8% | +4.4% | +6.2% |
| 6M | -4.4% | +11.3% | -15.7% | -10.1% |
| YTD | +8.9% | +17.4% | -8.5% | -0.7% |
| 1Y | +32.1% | +26.2% | +5.9% | +15.9% |
| 3Y | +151.2% | +77.7% | +73.5% | +80.2% |
| 5Y | +162.9% | +60.9% | +102.0% | +99.6% |
| All | +162.9% | +60.9% | +102.0% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling