+267.0%
RTX vs VUG
+402.9%
-135.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.3% |
| 7D | +3.4% | +4.4% | -1.0% | +0.9% |
| 30D | +8.4% | -7.3% | +15.7% | +12.9% |
| 3M | -10.7% | -4.2% | -6.4% | -8.9% |
| 6M | +11.7% | -1.6% | +13.3% | +11.5% |
| YTD | +9.3% | +4.9% | +4.4% | +4.6% |
| 1Y | +13.3% | +3.8% | +9.5% | +9.0% |
| 3Y | +156.1% | +79.4% | +76.7% | +67.7% |
| 5Y | +148.5% | +63.9% | +84.6% | +71.2% |
| All | +267.0% | +402.9% | -135.9% | -4.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling