+148.5%
RTX vs VTR
+92.5%
+56.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | +3.4% | +0.7% | +2.7% | +3.2% |
| 30D | +8.4% | +6.9% | +1.5% | +6.4% |
| 3M | -10.7% | +1.3% | -12.0% | -11.1% |
| 6M | +11.7% | +2.5% | +9.2% | +10.5% |
| YTD | +9.3% | +18.0% | -8.7% | +4.1% |
| 1Y | +13.3% | +19.5% | -6.2% | +7.5% |
| 3Y | +156.1% | +130.2% | +25.9% | +100.4% |
| 5Y | +148.5% | +93.8% | +54.7% | +106.6% |
| All | +148.5% | +92.5% | +56.0% | +106.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling