+10,266.7%
RTX vs VSH
+1,674.8%
+8,591.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.6% |
| 7D | -5.2% | +4.1% | -9.2% | -6.0% |
| 30D | -9.4% | -4.2% | -5.2% | -8.9% |
| 3M | +12.3% | -50.0% | +62.3% | +25.9% |
| 6M | -3.1% | +80.2% | -83.3% | -18.3% |
| YTD | +10.7% | +121.1% | -110.4% | -10.9% |
| 1Y | +28.4% | +112.0% | -83.6% | +3.5% |
| 3Y | +147.1% | +22.5% | +124.5% | +114.4% |
| 5Y | +167.2% | +64.0% | +103.2% | +114.2% |
| 10Y | +274.7% | +170.4% | +104.4% | +165.8% |
| All | +10,266.7% | +1,674.8% | +8,591.9% | +4,100.1% |
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 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