+908.7%
VZ vs RTX
+9,933.9%
-9,025.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +2.1% | -5.1% | +7.3% | +3.6% |
| 30D | +1.4% | +5.1% | -3.8% | -0.2% |
| 3M | -1.3% | -14.8% | +13.6% | +3.0% |
| 6M | -0.5% | +8.0% | -8.6% | -3.2% |
| YTD | +19.6% | +4.5% | +15.2% | +17.0% |
| 1Y | +22.4% | +9.8% | +12.5% | +17.8% |
| 3Y | +55.9% | +144.2% | -88.3% | +17.5% |
| 5Y | +20.4% | +131.4% | -111.0% | -9.3% |
| 10Y | +66.9% | +273.3% | -206.4% | +2.3% |
| All | +908.7% | +9,933.9% | -9,025.2% | +156.2% |
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 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