-9.3%
LHX vs VO
+16.3%
-25.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.9% | -7.3% | -7.0% |
| 7D | -0.3% | +1.0% | -1.3% | -0.9% |
| 30D | +9.7% | +2.6% | +7.0% | +7.8% |
| 3M | -8.5% | -0.3% | -8.3% | -8.3% |
| 6M | -15.1% | +7.6% | -22.7% | -19.8% |
| YTD | -10.4% | +14.7% | -25.2% | -20.5% |
| 1Y | -9.3% | +16.4% | -25.7% | -20.3% |
| All | -9.3% | +16.3% | -25.6% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling