+165.8%
RTX vs VTEB
+0.8%
+165.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | -2.0% | -1.2% | -0.8% | -1.4% |
| 30D | -11.2% | -2.9% | -8.3% | -9.9% |
| 3M | +12.0% | -3.2% | +15.2% | +13.8% |
| 6M | -3.6% | -2.6% | -0.9% | -2.3% |
| YTD | +9.2% | -1.8% | +11.0% | +10.2% |
| 1Y | +29.7% | +0.2% | +29.5% | +29.8% |
| 3Y | +152.0% | +8.2% | +143.7% | +140.1% |
| 5Y | +165.8% | +0.8% | +164.9% | +151.9% |
| All | +165.8% | +0.8% | +165.0% | +151.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling