+152.8%
RTX vs VLTO
+73.3%
+79.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +3.4% |
| 7D | -3.2% | +2.0% | -5.2% | -3.6% |
| 30D | +5.6% | +21.8% | -16.2% | +1.3% |
| 3M | -11.7% | +20.2% | -31.9% | -15.0% |
| 6M | +12.3% | +36.3% | -24.0% | +5.1% |
| YTD | +8.2% | +18.8% | -10.6% | +4.0% |
| 1Y | +12.6% | +20.4% | -7.8% | +7.8% |
| 3Y | +152.8% | +71.9% | +80.9% | +141.6% |
| All | +152.8% | +73.3% | +79.6% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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