+991.6%
RTX vs VGT
+2,088.1%
-1,096.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +1.1% |
| 7D | +4.8% | +2.5% | +2.3% | +3.2% |
| 30D | +6.5% | -9.5% | +16.0% | +12.5% |
| 3M | -9.6% | -9.5% | -0.1% | -4.9% |
| 6M | +12.3% | -1.8% | +14.1% | +10.6% |
| YTD | +9.5% | +18.4% | -8.9% | -5.3% |
| 1Y | +15.8% | +18.7% | -2.9% | -0.1% |
| 3Y | +157.0% | +103.8% | +53.2% | +46.0% |
| 5Y | +148.8% | +104.4% | +44.5% | +34.4% |
| 10Y | +264.0% | +716.9% | -452.9% | -36.6% |
| All | +991.6% | +2,088.1% | -1,096.5% | -16.7% |
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