+144.2%
RTX vs VLTO
+69.5%
+74.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -5.1% | +5.4% | -10.5% | -6.2% |
| 30D | +5.1% | +22.3% | -17.2% | +0.8% |
| 3M | -14.8% | +19.6% | -34.4% | -18.0% |
| 6M | +8.0% | +35.2% | -27.1% | +1.3% |
| YTD | +4.5% | +17.9% | -13.4% | +0.6% |
| 1Y | +9.8% | +19.5% | -9.7% | +5.4% |
| 3Y | +144.2% | +73.9% | +70.3% | +134.3% |
| All | +144.2% | +69.5% | +74.7% | +134.3% |
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