+36.9%
LMT vs VCIT
-0.8%
+37.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.5% | -0.5% | +3.0% | +2.5% |
| 30D | +19.2% | +1.5% | +17.7% | +18.6% |
| 3M | +2.7% | -1.0% | +3.6% | +2.1% |
| 6M | +20.6% | -1.7% | +22.3% | +20.1% |
| YTD | +28.4% | -1.4% | +29.8% | +28.4% |
| 1Y | +36.9% | -0.9% | +37.9% | +37.5% |
| All | +36.9% | -0.8% | +37.7% | +37.5% |
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