+11.7%
VRT vs RTX
-2.3%
+14.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.0% | +4.4% |
| 7D | +9.1% | -5.2% | +14.3% | +9.9% |
| 30D | +0.9% | -9.4% | +10.3% | +2.2% |
| 3M | -13.4% | +12.3% | -25.7% | -14.9% |
| 6M | +11.7% | -3.1% | +14.8% | +25.4% |
| All | +11.7% | -2.3% | +14.0% | +25.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling