+267.4%
RTX vs VEU
+149.9%
+117.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +4.8% | +2.1% | +2.7% | +2.9% |
| 30D | +6.5% | -0.9% | +7.4% | +7.2% |
| 3M | -9.6% | -5.4% | -4.3% | -5.6% |
| 6M | +12.3% | -1.8% | +14.1% | +12.7% |
| YTD | +9.5% | +10.9% | -1.5% | -2.4% |
| 1Y | +15.8% | +13.6% | +2.3% | +1.1% |
| 3Y | +157.0% | +69.3% | +87.8% | +49.2% |
| 5Y | +148.8% | +48.1% | +100.7% | +64.6% |
| All | +267.4% | +149.9% | +117.5% | +54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling