+2,826.7%
VRT vs RTX
+184.3%
+2,642.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.2% |
| 7D | +13.6% | -3.1% | +16.7% | +15.4% |
| 30D | +6.8% | -10.6% | +17.3% | +12.9% |
| 3M | -3.2% | +11.6% | -14.9% | -9.5% |
| 6M | +20.3% | -4.5% | +24.8% | +22.1% |
| YTD | +79.6% | +9.6% | +70.0% | +68.9% |
| 1Y | +139.0% | +30.8% | +108.2% | +103.6% |
| 3Y | +644.6% | +152.8% | +491.8% | +342.4% |
| 5Y | +1,024.4% | +167.1% | +857.3% | +546.1% |
| All | +2,826.7% | +184.3% | +2,642.4% | +1,308.2% |
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