+200.7%
RTX vs VLTO
+56.4%
+144.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +4.8% | +1.0% | +3.8% | +4.6% |
| 30D | +6.5% | +17.5% | -11.0% | +3.3% |
| 3M | -9.6% | +21.4% | -31.0% | -12.9% |
| 6M | +12.3% | +38.1% | -25.8% | +5.6% |
| YTD | +9.5% | +19.0% | -9.6% | +5.6% |
| 1Y | +15.8% | +20.7% | -4.8% | +11.4% |
| 3Y | +157.0% | +64.3% | +92.7% | +146.8% |
| All | +200.7% | +56.4% | +144.3% | +190.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling