+163.1%
RTX vs VTRS
+47.1%
+116.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -1.5% | -2.2% | +0.6% | -1.3% |
| 30D | -11.0% | +3.3% | -14.3% | -11.4% |
| 3M | +7.7% | +2.0% | +5.7% | +7.3% |
| 6M | -3.9% | +19.9% | -23.8% | -6.2% |
| YTD | +9.0% | +35.7% | -26.8% | +4.6% |
| 1Y | +27.3% | +68.1% | -40.8% | +18.9% |
| 3Y | +172.9% | +87.1% | +85.8% | +145.4% |
| All | +163.1% | +47.1% | +116.0% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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