+60.2%
RTXG vs VT
+27.3%
+32.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.6% | +5.1% | +6.0% |
| 7D | -6.8% | +0.4% | -7.1% | -6.9% |
| 30D | +9.6% | -2.6% | +12.2% | +11.3% |
| 3M | -25.3% | -3.2% | -22.0% | -23.8% |
| 6M | +14.5% | +0.9% | +13.5% | +11.9% |
| YTD | -0.4% | +11.3% | -11.7% | -12.5% |
| 1Y | +5.6% | +14.0% | -8.4% | -8.6% |
| All | +60.2% | +27.3% | +32.9% | +54.4% |
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