+167.1%
RTX price history and return analytics
+66.2%
+100.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -3.1% | +1.0% | -4.1% | -3.7% |
| 30D | -10.6% | -0.2% | -10.3% | -10.5% |
| 3M | +11.6% | +4.5% | +7.1% | +8.5% |
| 6M | -4.5% | +14.1% | -18.6% | -12.2% |
| YTD | +9.6% | +14.8% | -5.2% | +0.3% |
| 1Y | +30.8% | +21.2% | +9.6% | +15.8% |
| 3Y | +152.8% | +76.6% | +76.3% | +74.5% |
| 5Y | +167.1% | +66.6% | +100.5% | +92.6% |
| All | +167.1% | +66.2% | +100.9% | +92.6% |
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 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