+675.0%
RTX vs VEU
+192.1%
+482.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -1.1% |
| 7D | -5.2% | +1.1% | -6.3% | -6.0% |
| 30D | -9.4% | +2.2% | -11.6% | -11.0% |
| 3M | +12.3% | +3.0% | +9.3% | +9.0% |
| 6M | -3.1% | +10.9% | -14.0% | -11.5% |
| YTD | +10.7% | +18.2% | -7.5% | -4.1% |
| 1Y | +28.4% | +28.3% | +0.1% | +4.2% |
| 3Y | +147.1% | +74.6% | +72.4% | +54.2% |
| 5Y | +167.2% | +56.4% | +110.9% | +80.1% |
| 10Y | +274.7% | +153.0% | +121.7% | +77.3% |
| All | +675.0% | +192.1% | +482.8% | +204.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling