+1,003.8%
RTX vs VGT
+2,283.9%
-1,280.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | -5.2% | +1.0% | -6.2% | -5.8% |
| 30D | -9.4% | +1.3% | -10.7% | -10.3% |
| 3M | +12.3% | -1.1% | +13.4% | +11.5% |
| 6M | -3.1% | +32.6% | -35.8% | -20.9% |
| YTD | +10.7% | +29.0% | -18.3% | -8.4% |
| 1Y | +28.4% | +39.7% | -11.3% | +0.5% |
| 3Y | +147.1% | +120.9% | +26.1% | +34.5% |
| 5Y | +167.2% | +133.6% | +33.7% | +32.9% |
| 10Y | +274.7% | +792.6% | -517.8% | -37.8% |
| All | +1,003.8% | +2,283.9% | -1,280.1% | -19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling