+2,010.2%
VRT vs RTX
+183.7%
+1,826.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.3% |
| 7D | +18.6% | +3.4% | +15.2% | +16.6% |
| 30D | -11.7% | +8.4% | -20.0% | -15.2% |
| 3M | -27.3% | -10.7% | -16.6% | -22.9% |
| 6M | -42.9% | +11.7% | -54.6% | -46.7% |
| YTD | +29.5% | +9.3% | +20.2% | +22.1% |
| 1Y | +21.0% | +13.3% | +7.8% | +12.0% |
| 3Y | +403.1% | +156.1% | +247.0% | +198.4% |
| 5Y | +688.8% | +148.5% | +540.3% | +371.6% |
| All | +2,010.2% | +183.7% | +1,826.5% | +917.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling