+18.7%
LHX vs VTV
+80.6%
-61.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.7% |
| 7D | -4.3% | -1.1% | -3.2% | -3.5% |
| 30D | -15.1% | -1.0% | -14.1% | -14.5% |
| 3M | -21.0% | +4.6% | -25.6% | -23.6% |
| 6M | -32.0% | +13.5% | -45.5% | -38.1% |
| YTD | -15.3% | +18.5% | -33.8% | -25.3% |
| 1Y | -11.1% | +22.9% | -33.9% | -23.5% |
| 3Y | +54.0% | +67.8% | -13.8% | +4.6% |
| All | +18.7% | +80.6% | -61.9% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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