+905.2%
VRT vs RTX
+168.2%
+737.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.0% | +4.7% |
| 7D | +9.1% | -5.2% | +14.3% | +12.2% |
| 30D | +0.9% | -9.4% | +10.3% | +6.2% |
| 3M | -13.4% | +12.3% | -25.7% | -19.5% |
| 6M | +11.7% | -3.1% | +14.8% | +12.7% |
| YTD | +73.2% | +10.7% | +62.6% | +61.5% |
| 1Y | +123.4% | +28.4% | +95.0% | +90.1% |
| 3Y | +606.2% | +147.1% | +459.1% | +309.1% |
| All | +905.2% | +168.2% | +737.1% | +428.9% |
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