+2,868.6%
RTX vs VTR
+1,492.6%
+1,375.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -3.1% | -2.4% | -0.7% | -2.6% |
| 30D | -10.6% | -3.7% | -6.8% | -9.9% |
| 3M | +11.6% | +13.5% | -1.9% | +8.2% |
| 6M | -4.5% | +7.2% | -11.7% | -6.3% |
| YTD | +9.6% | +17.6% | -8.0% | +5.3% |
| 1Y | +30.8% | +35.4% | -4.6% | +21.5% |
| 3Y | +152.8% | +132.8% | +20.0% | +105.4% |
| 5Y | +167.1% | +88.7% | +78.4% | +125.0% |
| 10Y | +275.2% | +87.6% | +187.5% | +196.1% |
| All | +2,868.6% | +1,492.6% | +1,375.9% | +1,665.1% |
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 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