+9.8%
RTX vs VG
+48.6%
-38.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.1% | -22.0% | +16.9% | -5.6% |
| 30D | +5.1% | -11.6% | +16.8% | +4.9% |
| 3M | -14.8% | -14.9% | +0.1% | -15.0% |
| 6M | +8.0% | -3.5% | +11.6% | +7.9% |
| YTD | +4.5% | +70.0% | -65.5% | -2.0% |
| 1Y | +9.8% | +50.0% | -40.1% | +4.0% |
| All | +9.8% | +48.6% | -38.8% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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