+140.2%
RTX price history and return analytics
+57.4%
+82.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +2.1% |
| 7D | -3.2% | +0.4% | -3.6% | -3.4% |
| 30D | +5.6% | -2.6% | +8.2% | +7.0% |
| 3M | -11.7% | -3.2% | -8.5% | -10.2% |
| 6M | +12.3% | +0.9% | +11.4% | +11.1% |
| YTD | +8.2% | +11.3% | -3.1% | +0.6% |
| 1Y | +12.6% | +14.0% | -1.4% | +3.2% |
| 3Y | +152.8% | +75.8% | +77.0% | +74.4% |
| 5Y | +140.2% | +57.8% | +82.4% | +81.9% |
| All | +140.2% | +57.4% | +82.8% | +81.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling