+279.0%
RTX vs VEU
+155.6%
+123.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | 0.0% |
| 7D | -1.6% | +0.3% | -1.9% | -1.9% |
| 30D | -11.6% | +0.7% | -12.2% | -12.2% |
| 3M | +9.2% | +4.7% | +4.5% | +4.2% |
| 6M | -4.4% | +11.6% | -16.1% | -14.4% |
| YTD | +8.9% | +16.8% | -7.9% | -6.7% |
| 1Y | +32.1% | +24.9% | +7.2% | +6.3% |
| 3Y | +151.2% | +75.7% | +75.5% | +42.0% |
| 5Y | +162.9% | +56.1% | +106.8% | +66.7% |
| All | +279.0% | +155.6% | +123.3% | +53.5% |
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