+152.8%
RTX vs VIG
+57.1%
+95.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.4% |
| 7D | -3.1% | -0.4% | -2.7% | -2.8% |
| 30D | -10.6% | -2.1% | -8.5% | -9.2% |
| 3M | +11.6% | +3.3% | +8.3% | +9.1% |
| 6M | -4.5% | +9.3% | -13.8% | -10.2% |
| YTD | +9.6% | +10.1% | -0.6% | +2.4% |
| 1Y | +30.8% | +14.7% | +16.1% | +19.1% |
| 3Y | +152.8% | +56.9% | +95.9% | +87.8% |
| All | +152.8% | +57.1% | +95.7% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling