+18.7%
LHX vs VOO
+82.8%
-64.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.5% |
| 7D | -4.3% | -0.8% | -3.5% | -4.0% |
| 30D | -15.1% | -1.1% | -14.1% | -14.8% |
| 3M | -21.0% | +3.9% | -24.9% | -22.3% |
| 6M | -32.0% | +13.6% | -45.6% | -35.7% |
| YTD | -15.3% | +12.7% | -28.0% | -19.7% |
| 1Y | -11.1% | +17.6% | -28.6% | -17.2% |
| 3Y | +54.0% | +77.3% | -23.3% | +18.6% |
| All | +18.7% | +82.8% | -64.1% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling