+280.0%
RTX vs VGT
+809.1%
-529.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.8% |
| 7D | -2.0% | -1.0% | -0.9% | -1.5% |
| 30D | -11.2% | -0.4% | -10.8% | -11.1% |
| 3M | +12.0% | +6.6% | +5.4% | +7.8% |
| 6M | -3.6% | +31.0% | -34.6% | -16.9% |
| YTD | +9.2% | +27.2% | -18.1% | -4.8% |
| 1Y | +29.7% | +34.5% | -4.7% | +9.5% |
| 3Y | +152.0% | +123.1% | +28.8% | +54.9% |
| 5Y | +165.8% | +135.1% | +30.7% | +52.7% |
| All | +280.0% | +809.1% | -529.1% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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