+10.8%
LMT vs VG
-39.3%
+50.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -6.3% | +1.7% | -8.0% | -6.3% |
| 30D | -8.5% | +16.0% | -24.5% | -9.1% |
| 3M | +1.8% | +9.7% | -7.9% | +1.2% |
| 6M | -19.9% | +29.6% | -49.5% | -21.4% |
| YTD | +10.6% | +112.0% | -101.4% | +6.0% |
| 1Y | +17.9% | +12.8% | +5.1% | +15.1% |
| All | +10.8% | -39.3% | +50.1% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling