+165.8%
RTX vs VNQ
+5.5%
+160.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | -2.0% | -2.6% | +0.6% | -0.7% |
| 30D | -11.2% | -2.3% | -8.9% | -10.2% |
| 3M | +12.0% | -2.8% | +14.8% | +13.3% |
| 6M | -3.6% | +2.5% | -6.1% | -4.8% |
| YTD | +9.2% | +8.4% | +0.8% | +5.0% |
| 1Y | +29.7% | +6.8% | +23.0% | +25.5% |
| 3Y | +152.0% | +29.9% | +122.0% | +119.6% |
| 5Y | +165.8% | +7.2% | +158.6% | +159.0% |
| All | +165.8% | +5.5% | +160.2% | +159.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling