+76.9%
VOO vs RTX
+161.5%
-84.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.3% |
| 7D | -0.4% | -1.6% | +1.2% | -0.1% |
| 30D | -1.4% | -11.6% | +10.2% | +0.7% |
| 3M | +3.7% | +9.2% | -5.4% | +1.7% |
| 6M | +13.0% | -4.4% | +17.5% | +13.8% |
| YTD | +12.4% | +8.9% | +3.6% | +9.9% |
| 1Y | +18.6% | +32.1% | -13.5% | +10.9% |
| All | +76.9% | +161.5% | -84.6% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling