+75.4%
IVV vs RTX
+143.3%
-67.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.5% |
| 7D | -2.7% | -5.1% | +2.4% | -1.9% |
| 30D | -5.4% | +5.1% | -10.5% | -6.2% |
| 3M | -4.1% | -14.8% | +10.8% | -1.4% |
| 6M | +0.7% | +8.0% | -7.3% | -1.3% |
| YTD | +8.7% | +4.5% | +4.3% | +6.9% |
| 1Y | +11.0% | +9.8% | +1.1% | +7.9% |
| 3Y | +75.4% | +144.2% | -68.8% | +51.9% |
| All | +75.4% | +143.3% | -67.9% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling