+32.1%
RTX vs VFC
-15.2%
+47.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.5% |
| 7D | -1.6% | -2.3% | +0.7% | -1.5% |
| 30D | -11.6% | -13.4% | +1.8% | -10.8% |
| 3M | +9.2% | -23.7% | +32.9% | +10.7% |
| 6M | -4.4% | -24.5% | +20.0% | -3.1% |
| YTD | +8.9% | -27.8% | +36.7% | +10.3% |
| 1Y | +32.1% | -13.5% | +45.6% | +29.7% |
| All | +32.1% | -15.2% | +47.3% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling