+172.7%
RTX vs VTR
+131.3%
+41.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.6% | -2.9% | +1.3% | -1.0% |
| 30D | -11.6% | -2.8% | -8.8% | -11.1% |
| 3M | +9.2% | +9.0% | +0.2% | +6.8% |
| 6M | -4.4% | +5.0% | -9.4% | -5.7% |
| YTD | +8.9% | +16.9% | -8.0% | +5.1% |
| 1Y | +32.1% | +34.3% | -2.2% | +23.7% |
| All | +172.7% | +131.3% | +41.4% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling