+72.0%
LMT vs VCIT
+4.1%
+67.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -6.3% | -0.3% | -5.9% | -6.2% |
| 30D | -8.5% | -0.8% | -7.7% | -8.3% |
| 3M | +1.8% | -1.0% | +2.8% | +2.1% |
| 6M | -19.9% | -1.8% | -18.1% | -19.5% |
| YTD | +10.6% | -0.7% | +11.3% | +10.8% |
| 1Y | +17.9% | +1.0% | +17.0% | +17.6% |
| 3Y | +27.0% | +18.8% | +8.1% | +20.5% |
| All | +72.0% | +4.1% | +67.9% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling