+979.1%
RTX vs VUG
+1,192.0%
-212.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.8% | +1.5% |
| 7D | -3.2% | +0.5% | -3.7% | -3.7% |
| 30D | +5.6% | -8.2% | +13.7% | +12.1% |
| 3M | -11.7% | -5.4% | -6.2% | -8.5% |
| 6M | +12.3% | -2.5% | +14.9% | +12.8% |
| YTD | +8.2% | +4.2% | +4.0% | +2.5% |
| 1Y | +12.6% | +5.0% | +7.5% | +5.9% |
| 3Y | +152.8% | +81.7% | +71.1% | +45.6% |
| 5Y | +140.2% | +62.5% | +77.7% | +45.1% |
| 10Y | +273.8% | +396.3% | -122.5% | -24.4% |
| All | +979.1% | +1,192.0% | -212.8% | -14.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling