+10,239.8%
RTX vs VSH
+1,399.9%
+8,839.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.7% |
| 7D | -1.7% | -1.6% | -0.2% | -1.8% |
| 30D | +7.7% | -21.3% | +29.0% | +11.7% |
| 3M | -10.3% | -18.9% | +8.6% | -8.1% |
| 6M | +14.6% | -21.4% | +36.0% | +14.0% |
| YTD | +10.4% | +86.8% | -76.5% | -9.5% |
| 1Y | +13.5% | +85.8% | -72.2% | -7.1% |
| 3Y | +158.6% | +30.1% | +128.5% | +117.7% |
| 5Y | +147.3% | +42.8% | +104.4% | +100.6% |
| 10Y | +268.6% | +121.2% | +147.4% | +168.0% |
| All | +10,239.8% | +1,399.9% | +8,839.9% | +4,165.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling