+204.0%
RTX vs VLTO
+27.2%
+176.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.4% |
| 7D | -5.2% | -2.3% | -2.9% | -4.7% |
| 30D | -9.4% | -0.9% | -8.5% | -9.3% |
| 3M | +12.3% | +13.8% | -1.5% | +9.5% |
| 6M | -3.1% | +2.0% | -5.1% | -3.7% |
| YTD | +10.7% | -3.2% | +13.9% | +11.0% |
| 1Y | +28.4% | -9.2% | +37.6% | +30.3% |
| All | +204.0% | +27.2% | +176.8% | +205.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling