+63.5%
RTXG vs VT
+27.0%
+36.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +9.9% | +2.4% | +7.6% | +8.3% |
| 30D | +11.5% | -1.5% | +13.0% | +12.5% |
| 3M | -22.0% | -4.1% | -17.8% | -19.8% |
| 6M | +14.5% | +0.6% | +13.9% | +12.3% |
| YTD | +1.6% | +11.0% | -9.4% | -10.6% |
| 1Y | +11.8% | +13.3% | -1.5% | -3.1% |
| All | +63.5% | +27.0% | +36.5% | +57.9% |
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