+172.9%
RTX vs VNQ
+30.7%
+142.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -1.5% | -1.3% | -0.3% | -1.1% |
| 30D | -11.0% | -2.6% | -8.4% | -10.1% |
| 3M | +7.7% | -2.0% | +9.7% | +8.4% |
| 6M | -3.9% | +4.3% | -8.2% | -5.6% |
| YTD | +9.0% | +9.2% | -0.3% | +5.3% |
| 1Y | +27.3% | +5.6% | +21.6% | +24.4% |
| 3Y | +172.9% | +30.8% | +142.1% | +150.8% |
| All | +172.9% | +30.7% | +142.2% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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