+280.0%
RTX vs VEU
+152.3%
+127.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +1.4% |
| 7D | -2.0% | -1.9% | -0.1% | -0.4% |
| 30D | -11.2% | -0.7% | -10.5% | -10.8% |
| 3M | +12.0% | +4.9% | +7.2% | +6.7% |
| 6M | -3.6% | +9.8% | -13.4% | -12.4% |
| YTD | +9.2% | +15.3% | -6.1% | -5.4% |
| 1Y | +29.7% | +23.0% | +6.7% | +5.7% |
| 3Y | +152.0% | +73.5% | +78.5% | +44.0% |
| 5Y | +165.8% | +54.5% | +111.3% | +69.9% |
| All | +280.0% | +152.3% | +127.7% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling