+73.0%
LMT vs VEEV
-13.7%
+86.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.1% |
| 7D | -0.2% | -4.6% | +4.4% | -0.1% |
| 30D | -13.1% | +8.6% | -21.7% | -13.2% |
| 3M | -3.9% | +62.4% | -66.3% | -4.9% |
| 6M | -18.3% | +40.3% | -58.5% | -18.9% |
| YTD | +10.3% | +17.5% | -7.2% | +9.8% |
| 1Y | +14.2% | -6.1% | +20.3% | +14.3% |
| 3Y | +35.0% | +16.7% | +18.3% | +33.8% |
| All | +73.0% | -13.7% | +86.8% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling