+673.0%
RTX vs VEU
+174.2%
+498.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.5% |
| 7D | -1.7% | +0.5% | -2.3% | -2.2% |
| 30D | +7.7% | -2.3% | +10.0% | +9.5% |
| 3M | -10.3% | -4.4% | -6.0% | -7.5% |
| 6M | +14.6% | -2.2% | +16.7% | +15.4% |
| YTD | +10.4% | +10.9% | -0.6% | +0.2% |
| 1Y | +13.5% | +13.4% | +0.2% | +1.3% |
| 3Y | +158.6% | +69.7% | +88.9% | +64.7% |
| 5Y | +147.3% | +50.0% | +97.3% | +71.6% |
| 10Y | +268.6% | +145.8% | +122.9% | +78.2% |
| All | +673.0% | +174.2% | +498.8% | +218.0% |
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