+65.5%
VZ vs RTX
+267.3%
-201.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +2.1% | -5.1% | +7.3% | +3.1% |
| 30D | +1.4% | +5.1% | -3.8% | +0.3% |
| 3M | -1.3% | -14.8% | +13.6% | +1.6% |
| 6M | -0.5% | +8.0% | -8.6% | -2.4% |
| YTD | +19.6% | +4.5% | +15.2% | +17.8% |
| 1Y | +22.4% | +9.8% | +12.5% | +19.2% |
| 3Y | +55.9% | +144.2% | -88.3% | +27.0% |
| 5Y | +20.4% | +131.4% | -111.0% | -1.9% |
| All | +65.5% | +267.3% | -201.8% | +26.2% |
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