+75.0%
VTI vs RTX
+162.7%
-87.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -1.5% | +0.6% | -0.5% |
| 30D | -1.4% | -11.0% | +9.5% | +1.8% |
| 3M | +3.6% | +7.7% | -4.1% | +0.9% |
| 6M | +13.6% | -3.9% | +17.5% | +14.4% |
| YTD | +12.9% | +9.0% | +4.0% | +8.9% |
| 1Y | +17.2% | +27.3% | -10.0% | +7.0% |
| 3Y | +75.7% | +172.9% | -97.2% | +19.3% |
| All | +75.0% | +162.7% | -87.7% | +15.0% |
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 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