+21.8%
VZ vs RTX
+146.7%
-124.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | +4.8% | -3.3% | +0.7% |
| 30D | +4.4% | +6.5% | -2.1% | +3.2% |
| 3M | -2.4% | -9.6% | +7.3% | -0.9% |
| 6M | +1.4% | +12.3% | -10.9% | -0.8% |
| YTD | +21.4% | +9.5% | +11.9% | +18.8% |
| 1Y | +20.3% | +15.8% | +4.4% | +16.3% |
| 3Y | +57.4% | +157.0% | -99.6% | +25.0% |
| All | +21.8% | +146.7% | -124.9% | -3.6% |
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