+36.9%
LMT vs VG
+51.8%
-14.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.5% | -4.4% | +0.8% |
| 7D | +2.5% | +5.5% | -3.0% | +2.1% |
| 30D | +19.2% | -3.6% | +22.8% | +19.2% |
| 3M | +2.7% | -4.0% | +6.7% | +2.7% |
| 6M | +20.6% | +9.4% | +11.2% | +19.0% |
| YTD | +28.4% | +86.6% | -58.2% | +16.7% |
| 1Y | +36.9% | +69.5% | -32.6% | +25.5% |
| All | +36.9% | +51.8% | -14.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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