+279.2%
RTX vs VTEB
+17.9%
+261.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.5% |
| 7D | -1.5% | -0.9% | -0.6% | -0.8% |
| 30D | -11.0% | -2.5% | -8.5% | -9.1% |
| 3M | +7.7% | -3.0% | +10.6% | +10.3% |
| 6M | -3.9% | -2.1% | -1.8% | -2.2% |
| YTD | +9.0% | -1.5% | +10.4% | +10.3% |
| 1Y | +27.3% | +0.2% | +27.1% | +27.1% |
| 3Y | +172.9% | +8.6% | +164.4% | +153.7% |
| 5Y | +165.2% | +1.2% | +164.0% | +162.5% |
| All | +279.2% | +17.9% | +261.3% | +291.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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