+13.3%
RTX vs VSH
+97.1%
-83.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.2% | -1.4% |
| 7D | +3.4% | +26.2% | -22.8% | +3.1% |
| 30D | +8.4% | -12.5% | +20.9% | +8.2% |
| 3M | -10.7% | -16.9% | +6.2% | -10.8% |
| 6M | +11.7% | -17.0% | +28.7% | +6.9% |
| YTD | +9.3% | +93.8% | -84.5% | -7.1% |
| 1Y | +13.3% | +99.3% | -86.0% | -4.1% |
| All | +13.3% | +97.1% | -83.8% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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