+65.0%
RTX vs VG
-39.3%
+104.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | -5.2% | +1.7% | -6.9% | -5.2% |
| 30D | -9.4% | +16.0% | -25.4% | -10.0% |
| 3M | +12.3% | +9.7% | +2.6% | +11.5% |
| 6M | -3.1% | +29.6% | -32.7% | -6.0% |
| YTD | +10.7% | +112.0% | -101.4% | +2.4% |
| 1Y | +28.4% | +12.8% | +15.6% | +24.5% |
| All | +65.0% | -39.3% | +104.3% | +55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling