+738.6%
IVV vs RTX
+1,547.5%
-808.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.9% |
| 7D | -2.7% | -5.1% | +2.4% | -0.3% |
| 30D | -5.4% | +5.1% | -10.5% | -7.8% |
| 3M | -4.1% | -14.8% | +10.8% | +2.9% |
| 6M | +0.7% | +8.0% | -7.3% | -4.0% |
| YTD | +8.7% | +4.5% | +4.3% | +4.5% |
| 1Y | +11.0% | +9.8% | +1.1% | +4.1% |
| 3Y | +75.4% | +144.2% | -68.8% | +9.2% |
| 5Y | +68.3% | +131.4% | -63.1% | +5.2% |
| 10Y | +315.5% | +273.3% | +42.3% | +88.9% |
| All | +738.6% | +1,547.5% | -808.9% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling