+9,685.3%
RTX vs VSH
+1,203.4%
+8,481.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.7% | -6.9% | -2.4% |
| 7D | -5.1% | -12.9% | +7.8% | -2.8% |
| 30D | +5.1% | -36.9% | +42.0% | +13.9% |
| 3M | -14.8% | -28.8% | +13.9% | -10.5% |
| 6M | +8.0% | -30.3% | +38.3% | +10.1% |
| YTD | +4.5% | +62.4% | -57.9% | -11.9% |
| 1Y | +9.8% | +62.5% | -52.7% | -7.6% |
| 3Y | +144.2% | +7.4% | +136.8% | +113.9% |
| 5Y | +131.4% | +25.4% | +106.0% | +92.8% |
| 10Y | +273.3% | +102.6% | +170.6% | +176.5% |
| All | +9,685.3% | +1,203.4% | +8,481.9% | +4,054.3% |
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