+25.9%
LMT vs VCIT
-0.8%
+26.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.5% | -7.0% |
| 7D | -5.5% | +0.4% | -6.0% | -5.6% |
| 30D | +17.5% | +2.2% | +15.3% | +16.9% |
| 3M | +1.6% | -1.8% | +3.4% | +1.2% |
| 6M | +16.3% | -1.6% | +17.9% | +16.0% |
| YTD | +25.3% | -1.7% | +27.0% | +25.3% |
| 1Y | +25.9% | -0.8% | +26.7% | +24.5% |
| All | +25.9% | -0.8% | +26.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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