+823.6%
LMT vs VEA
+167.0%
+656.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -1.3% | +0.3% | -1.7% | -1.5% |
| 30D | -12.5% | +0.4% | -13.0% | -12.8% |
| 3M | -0.5% | +4.8% | -5.3% | -3.1% |
| 6M | -20.0% | +11.3% | -31.3% | -24.9% |
| YTD | +10.4% | +17.4% | -7.0% | +0.7% |
| 1Y | +17.7% | +26.2% | -8.5% | +3.3% |
| 3Y | +34.3% | +77.7% | -43.5% | -2.9% |
| 5Y | +71.8% | +60.9% | +10.9% | +28.7% |
| 10Y | +187.0% | +163.6% | +23.4% | +63.1% |
| All | +823.6% | +167.0% | +656.7% | +365.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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