+3,310.4%
V vs RTX
+566.9%
+2,743.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.7% |
| 7D | +2.2% | -5.1% | +7.3% | +5.0% |
| 30D | +13.6% | +5.1% | +8.4% | +10.3% |
| 3M | +14.3% | -14.8% | +29.1% | +24.0% |
| 6M | +33.1% | +8.0% | +25.1% | +26.2% |
| YTD | +21.2% | +4.5% | +16.8% | +15.8% |
| 1Y | +26.4% | +9.8% | +16.6% | +17.2% |
| 3Y | +77.6% | +144.2% | -66.6% | +1.2% |
| 5Y | +102.6% | +131.4% | -28.8% | +15.6% |
| 10Y | +464.4% | +273.3% | +191.2% | +118.8% |
| All | +3,310.4% | +566.9% | +2,743.4% | +714.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling