+278.0%
RTX vs VT
+224.5%
+53.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | -5.2% | +0.4% | -5.6% | -5.6% |
| 30D | -9.4% | +1.0% | -10.4% | -10.3% |
| 3M | +12.3% | +2.4% | +9.9% | +9.2% |
| 6M | -3.1% | +12.0% | -15.1% | -13.8% |
| YTD | +10.7% | +15.3% | -4.7% | -4.5% |
| 1Y | +28.4% | +22.6% | +5.8% | +4.3% |
| 3Y | +147.1% | +74.7% | +72.4% | +36.8% |
| 5Y | +167.2% | +66.1% | +101.1% | +54.5% |
| All | +278.0% | +224.5% | +53.5% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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