+29.7%
RTX vs VMC
-13.8%
+43.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -2.0% | -3.7% | +1.7% | -1.3% |
| 30D | -11.2% | -12.8% | +1.6% | -9.0% |
| 3M | +12.0% | -7.9% | +20.0% | +13.2% |
| 6M | -3.6% | -7.5% | +3.9% | -2.3% |
| YTD | +9.2% | -11.6% | +20.8% | +7.8% |
| 1Y | +29.7% | -14.3% | +44.0% | +30.5% |
| All | +29.7% | -13.8% | +43.5% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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