+990.1%
VZ vs RTX
+10,530.0%
-9,540.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +0.1% | -5.2% | +5.2% | +1.5% |
| 30D | +7.9% | -9.4% | +17.3% | +10.8% |
| 3M | +13.6% | +12.3% | +1.4% | +9.7% |
| 6M | +1.1% | -3.1% | +4.2% | +1.4% |
| YTD | +29.3% | +10.7% | +18.6% | +24.6% |
| 1Y | +21.2% | +28.4% | -7.2% | +11.6% |
| 3Y | +75.9% | +147.1% | -71.2% | +32.2% |
| 5Y | +24.1% | +167.2% | -143.2% | -10.2% |
| 10Y | +62.4% | +274.7% | -212.3% | -0.2% |
| All | +990.1% | +10,530.0% | -9,540.0% | +172.9% |
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