+30.8%
RTX vs VUG
+14.2%
+16.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -3.1% | +0.9% | -4.0% | -3.2% |
| 30D | -10.6% | -1.4% | -9.1% | -10.4% |
| 3M | +11.6% | +2.3% | +9.3% | +11.2% |
| 6M | -4.5% | +15.7% | -20.2% | -9.2% |
| YTD | +9.6% | +8.6% | +1.0% | +6.3% |
| 1Y | +30.8% | +14.1% | +16.8% | +25.0% |
| All | +30.8% | +14.2% | +16.6% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling