+134.3%
RTX vs VT
+53.2%
+81.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -1.0% |
| 7D | -3.8% | -4.2% | +0.4% | -1.5% |
| 30D | +4.7% | -5.8% | +10.5% | +8.2% |
| 3M | -13.4% | -5.2% | -8.2% | -10.9% |
| 6M | +11.8% | +0.1% | +11.7% | +11.0% |
| YTD | +5.8% | +8.2% | -2.5% | -0.1% |
| 1Y | +11.9% | +10.1% | +1.8% | +4.6% |
| 3Y | +146.3% | +69.7% | +76.6% | +73.5% |
| 5Y | +134.3% | +53.4% | +80.9% | +81.4% |
| All | +134.3% | +53.2% | +81.1% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling