+14.7%
RTX vs VST
-35.7%
+50.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -13.8% | +11.2% | -1.9% |
| 7D | +1.3% | -15.7% | +17.0% | +2.1% |
| 30D | +7.6% | -17.0% | +24.6% | +8.1% |
| 3M | -8.6% | -15.9% | +7.2% | -8.4% |
| 6M | +15.6% | -25.0% | +40.6% | +16.6% |
| YTD | +9.4% | -25.1% | +34.5% | +9.3% |
| 1Y | +14.7% | -34.9% | +49.5% | +18.0% |
| All | +14.7% | -35.7% | +50.4% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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