+1,217.9%
LMT vs VCIT
+95.6%
+1,122.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +4.8% | -1.4% | +6.2% | +5.1% |
| 30D | +19.9% | +0.8% | +19.1% | +19.7% |
| 3M | +0.2% | -1.7% | +1.9% | +0.4% |
| 6M | +17.4% | -2.1% | +19.5% | +17.8% |
| YTD | +27.2% | -2.0% | +29.2% | +27.6% |
| 1Y | +35.6% | -1.5% | +37.1% | +35.9% |
| 3Y | +47.1% | +19.0% | +28.1% | +43.2% |
| 5Y | +103.7% | +3.8% | +99.9% | +100.0% |
| 10Y | +203.5% | +30.6% | +172.9% | +212.0% |
| All | +1,217.9% | +95.6% | +1,122.3% | +1,579.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling