+1,003.8%
RTX vs VO
+827.2%
+176.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | -5.2% | -0.3% | -4.9% | -4.9% |
| 30D | -9.4% | -0.3% | -9.0% | -9.2% |
| 3M | +12.3% | +2.9% | +9.3% | +9.3% |
| 6M | -3.1% | +9.3% | -12.5% | -10.6% |
| YTD | +10.7% | +14.2% | -3.5% | -1.7% |
| 1Y | +28.4% | +15.3% | +13.2% | +13.1% |
| 3Y | +147.1% | +56.2% | +90.8% | +64.0% |
| 5Y | +167.2% | +42.4% | +124.8% | +88.2% |
| 10Y | +274.7% | +194.7% | +80.0% | +43.6% |
| All | +1,003.8% | +827.2% | +176.6% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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