+678.1%
RTX price history and return analytics
+355.4%
+322.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.4% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +7.7% | -3.1% | +10.7% | +10.4% |
| 3M | -10.3% | -3.5% | -6.8% | -7.9% |
| 6M | +14.6% | +0.5% | +14.1% | +13.2% |
| YTD | +10.4% | +10.8% | -0.4% | -0.3% |
| 1Y | +13.5% | +11.9% | +1.6% | +1.6% |
| 3Y | +158.6% | +73.0% | +85.6% | +54.2% |
| 5Y | +147.3% | +58.6% | +88.6% | +57.1% |
| 10Y | +268.6% | +219.2% | +49.5% | +30.1% |
| All | +678.1% | +355.4% | +322.6% | +110.4% |
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 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