+70.6%
VZ vs RTX
+279.2%
-208.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.2% |
| 7D | +2.4% | -1.7% | +4.1% | +2.7% |
| 30D | +11.2% | +7.7% | +3.5% | +9.6% |
| 3M | 0.0% | -10.3% | +10.3% | +1.9% |
| 6M | +1.3% | +14.6% | -13.3% | -1.7% |
| YTD | +21.3% | +10.4% | +10.9% | +18.2% |
| 1Y | +23.9% | +13.5% | +10.4% | +20.0% |
| 3Y | +57.7% | +158.6% | -100.9% | +26.9% |
| 5Y | +21.2% | +147.3% | -126.0% | -2.6% |
| 10Y | +70.6% | +268.6% | -198.1% | +21.7% |
| All | +70.6% | +279.2% | -208.7% | +21.7% |
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 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