+222.0%
LHX vs VOO
+325.3%
-103.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.7% |
| 7D | -4.3% | -0.8% | -3.5% | -3.8% |
| 30D | -15.1% | -1.1% | -14.1% | -14.6% |
| 3M | -21.0% | +3.9% | -24.9% | -23.1% |
| 6M | -32.0% | +13.6% | -45.6% | -37.7% |
| YTD | -15.3% | +12.7% | -28.0% | -22.1% |
| 1Y | -11.1% | +17.6% | -28.6% | -20.4% |
| 3Y | +54.0% | +77.3% | -23.3% | +2.3% |
| 5Y | +17.1% | +84.1% | -67.0% | -25.8% |
| All | +222.0% | +325.3% | -103.2% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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