+941.9%
RTX vs VO
+797.8%
+144.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -5.1% | -2.6% | -2.6% | -3.0% |
| 30D | +5.1% | -0.9% | +6.1% | +5.9% |
| 3M | -14.8% | -3.0% | -11.8% | -12.7% |
| 6M | +8.0% | +2.2% | +5.8% | +5.7% |
| YTD | +4.5% | +10.6% | -6.1% | -4.7% |
| 1Y | +9.8% | +12.5% | -2.7% | -1.4% |
| 3Y | +144.2% | +61.4% | +82.8% | +57.4% |
| 5Y | +131.4% | +33.4% | +98.0% | +72.7% |
| 10Y | +273.3% | +201.5% | +71.7% | +40.3% |
| All | +941.9% | +797.8% | +144.1% | +60.0% |
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