+19.8%
LMT vs VCIT
+0.1%
+19.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -8.2% | -0.8% | -7.5% | -8.2% |
| 3M | +3.7% | -0.5% | +4.3% | +3.8% |
| 6M | -19.2% | -1.4% | -17.8% | -18.4% |
| YTD | +12.9% | -0.8% | +13.6% | +13.3% |
| 1Y | +19.8% | +0.3% | +19.5% | +20.3% |
| All | +19.8% | +0.1% | +19.7% | +20.3% |
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