+776.1%
IVV vs RTX
+1,645.4%
-869.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.1% |
| 7D | +0.1% | -5.2% | +5.3% | +2.6% |
| 30D | +0.1% | -9.4% | +9.5% | +4.6% |
| 3M | +2.0% | +12.3% | -10.3% | -4.1% |
| 6M | +13.0% | -3.1% | +16.2% | +13.4% |
| YTD | +13.6% | +10.7% | +2.9% | +6.7% |
| 1Y | +20.1% | +28.4% | -8.3% | +4.5% |
| 3Y | +77.6% | +147.1% | -69.5% | +9.9% |
| 5Y | +82.5% | +167.2% | -84.8% | +6.6% |
| 10Y | +316.5% | +274.7% | +41.8% | +90.1% |
| All | +776.1% | +1,645.4% | -869.3% | +98.3% |
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