+306.5%
IVV vs RTX
+267.3%
+39.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.8% |
| 7D | -2.7% | -5.1% | +2.4% | -0.8% |
| 30D | -5.4% | +5.1% | -10.5% | -7.3% |
| 3M | -4.1% | -14.8% | +10.8% | +1.5% |
| 6M | +0.7% | +8.0% | -7.3% | -3.1% |
| YTD | +8.7% | +4.5% | +4.3% | +5.3% |
| 1Y | +11.0% | +9.8% | +1.1% | +5.3% |
| 3Y | +75.4% | +144.2% | -68.8% | +17.8% |
| 5Y | +68.3% | +131.4% | -63.1% | +13.6% |
| All | +306.5% | +267.3% | +39.2% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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