+954.4%
VTI vs RTX
+1,303.3%
-348.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +0.6% | -3.1% | +3.7% | +2.2% |
| 30D | -1.1% | -10.6% | +9.5% | +4.3% |
| 3M | +3.9% | +11.6% | -7.7% | -2.3% |
| 6M | +14.6% | -4.5% | +19.1% | +15.9% |
| YTD | +13.3% | +9.6% | +3.7% | +6.5% |
| 1Y | +19.2% | +30.8% | -11.7% | +2.1% |
| 3Y | +77.4% | +152.8% | -75.4% | +5.7% |
| 5Y | +74.0% | +167.1% | -93.1% | -1.2% |
| 10Y | +294.6% | +275.2% | +19.4% | +71.5% |
| All | +954.4% | +1,303.3% | -348.9% | +114.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling