+25.9%
LMT vs VEU
+17.0%
+8.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.0% | -8.9% | -6.7% |
| 7D | -5.5% | +0.2% | -5.7% | -5.4% |
| 30D | +17.5% | -2.1% | +19.6% | +17.6% |
| 3M | +1.6% | -2.7% | +4.3% | +1.7% |
| 6M | +16.3% | +3.2% | +13.1% | +15.0% |
| YTD | +25.3% | +12.6% | +12.7% | +19.0% |
| 1Y | +25.9% | +17.1% | +8.8% | +20.4% |
| All | +25.9% | +17.0% | +8.9% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling