+297.8%
VTI vs RTX
+286.0%
+11.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -1.5% | +0.6% | -0.3% |
| 30D | -1.4% | -11.0% | +9.5% | +2.9% |
| 3M | +3.6% | +7.7% | -4.1% | +0.1% |
| 6M | +13.6% | -3.9% | +17.5% | +14.5% |
| YTD | +12.9% | +9.0% | +4.0% | +7.8% |
| 1Y | +17.2% | +27.3% | -10.0% | +4.8% |
| 3Y | +75.7% | +172.9% | -97.2% | +11.8% |
| 5Y | +75.4% | +165.2% | -89.7% | +11.1% |
| All | +297.8% | +286.0% | +11.8% | +114.0% |
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 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