+33.5%
LMT vs VCIT
-0.8%
+34.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.7% | +3.7% |
| 7D | -8.5% | +0.7% | -9.3% | -8.6% |
| 30D | +15.4% | +1.8% | +13.6% | +14.9% |
| 3M | +0.7% | -1.6% | +2.2% | +0.2% |
| 6M | +17.6% | -2.1% | +19.7% | +17.3% |
| YTD | +23.8% | -1.6% | +25.4% | +24.0% |
| All | +33.5% | -0.8% | +34.3% | +34.0% |
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