+283.9%
RTX vs VUG
+410.7%
-126.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -11.6% | -1.7% | -9.9% | -10.7% |
| 3M | +9.2% | +2.8% | +6.3% | +6.9% |
| 6M | -4.4% | +13.6% | -18.0% | -12.2% |
| YTD | +8.9% | +8.1% | +0.8% | +2.9% |
| 1Y | +32.1% | +13.1% | +19.0% | +21.2% |
| 3Y | +151.2% | +87.0% | +64.3% | +60.8% |
| 5Y | +162.9% | +76.0% | +86.9% | +72.0% |
| 10Y | +283.9% | +420.5% | -136.5% | -2.4% |
| All | +283.9% | +410.7% | -126.7% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VUG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling