+48.7%
RTXG vs VT
+24.1%
+24.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.3% | -3.2% |
| 7D | -11.2% | -2.3% | -8.8% | -9.7% |
| 30D | +8.1% | -5.0% | +13.0% | +11.6% |
| 3M | -30.9% | -4.9% | -26.0% | -28.7% |
| 6M | +4.9% | -1.5% | +6.4% | +4.2% |
| YTD | -7.6% | +8.5% | -16.1% | -17.4% |
| 1Y | +0.2% | +11.4% | -11.2% | -11.9% |
| All | +48.7% | +24.1% | +24.6% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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