+358.8%
RTX vs VTEB
+26.6%
+332.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.1% | -0.2% | -2.9% | -2.9% |
| 30D | -10.6% | -1.6% | -9.0% | -9.5% |
| 3M | +11.6% | -2.0% | +13.6% | +13.3% |
| 6M | -4.5% | -1.7% | -2.8% | -3.3% |
| YTD | +9.6% | -0.6% | +10.2% | +10.1% |
| 1Y | +30.8% | +1.8% | +29.0% | +29.2% |
| 3Y | +152.8% | +9.6% | +143.2% | +135.1% |
| 5Y | +167.1% | +2.1% | +165.0% | +162.8% |
| 10Y | +275.2% | +18.9% | +256.2% | +293.2% |
| All | +358.8% | +26.6% | +332.2% | +465.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling