+73.1%
IVV vs RTX
+146.7%
-73.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.6% | +4.8% | -2.2% | +1.3% |
| 30D | -2.0% | +6.5% | -8.5% | -3.7% |
| 3M | -2.8% | -9.6% | +6.9% | -0.2% |
| 6M | +2.2% | +12.3% | -10.2% | -1.9% |
| YTD | +11.5% | +9.5% | +2.1% | +7.4% |
| 1Y | +13.5% | +15.8% | -2.4% | +7.3% |
| 3Y | +78.1% | +157.0% | -78.9% | +25.2% |
| All | +73.1% | +146.7% | -73.6% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling