+2,865.1%
RTX vs VTR
+1,485.3%
+1,379.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +4.8% | +0.2% | +4.6% | +4.7% |
| 30D | +6.5% | +5.5% | +1.0% | +5.2% |
| 3M | -9.6% | -0.9% | -8.7% | -9.5% |
| 6M | +12.3% | -0.4% | +12.7% | +12.1% |
| YTD | +9.5% | +17.0% | -7.6% | +5.2% |
| 1Y | +15.8% | +18.0% | -2.1% | +11.1% |
| 3Y | +157.0% | +127.4% | +29.6% | +110.1% |
| 5Y | +148.8% | +92.3% | +56.5% | +108.9% |
| 10Y | +264.0% | +129.6% | +134.4% | +177.2% |
| All | +2,865.1% | +1,485.3% | +1,379.8% | +1,664.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling