+36.5%
LMT vs VEEV
+18.3%
+18.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -0.5% | -8.2% | +7.7% | -0.4% |
| 30D | -10.8% | +10.3% | -21.1% | -10.9% |
| 3M | +1.6% | +59.4% | -57.8% | +1.0% |
| 6M | -17.6% | +37.6% | -55.1% | -18.0% |
| YTD | +11.6% | +16.9% | -5.3% | +11.3% |
| 1Y | +17.2% | -5.0% | +22.2% | +17.4% |
| All | +36.5% | +18.3% | +18.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling