+10,164.5%
RTX vs VTRS
+557.1%
+9,607.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.7% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -10.6% | +1.9% | -12.4% | -10.9% |
| 3M | +11.6% | +5.1% | +6.6% | +10.5% |
| 6M | -4.5% | +20.1% | -24.6% | -7.9% |
| YTD | +9.6% | +36.6% | -27.0% | +3.0% |
| 1Y | +30.8% | +64.1% | -33.3% | +18.7% |
| 3Y | +152.8% | +86.4% | +66.5% | +119.9% |
| 5Y | +167.1% | +40.9% | +126.2% | +139.4% |
| 10Y | +275.2% | -48.7% | +323.9% | +282.4% |
| All | +10,164.5% | +557.1% | +9,607.3% | +5,734.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling