+53.4%
RTXG vs VT
+23.8%
+29.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.4% | -3.9% |
| 7D | -8.6% | -4.2% | -4.5% | -6.1% |
| 30D | +7.5% | -5.8% | +13.3% | +11.7% |
| 3M | -28.2% | -5.2% | -23.0% | -25.8% |
| 6M | +14.1% | +0.1% | +14.0% | +11.3% |
| YTD | -4.7% | +8.2% | -12.9% | -14.7% |
| 1Y | +4.1% | +10.1% | -6.0% | -7.8% |
| All | +53.4% | +23.8% | +29.6% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling