+29.7%
RTX vs VIVK
-100.0%
+129.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | +0.3% |
| 7D | -2.0% | -9.5% | +7.5% | -2.0% |
| 30D | -11.2% | -35.1% | +23.9% | -11.1% |
| 3M | +12.0% | -93.4% | +105.4% | +12.1% |
| 6M | -3.6% | -98.0% | +94.4% | -3.6% |
| YTD | +9.2% | -97.9% | +107.1% | +9.2% |
| 1Y | +29.7% | -100.0% | +129.7% | +34.2% |
| All | +29.7% | -100.0% | +129.7% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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