+72.2%
V vs RTX
+168.2%
-96.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -1.7% | -5.2% | +3.4% | -0.1% |
| 30D | +2.0% | -9.4% | +11.3% | +5.0% |
| 3M | +17.4% | +12.3% | +5.1% | +12.8% |
| 6M | +17.5% | -3.1% | +20.6% | +18.2% |
| YTD | +7.6% | +10.7% | -3.1% | +3.1% |
| 1Y | +7.7% | +28.4% | -20.7% | -2.4% |
| 3Y | +54.7% | +147.1% | -92.4% | +7.8% |
| All | +72.2% | +168.2% | -96.0% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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