+44.7%
LMT vs VLTO
+26.2%
+18.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.2% |
| 7D | -1.5% | -1.6% | 0.0% | -1.3% |
| 30D | -8.2% | -2.9% | -5.4% | -7.8% |
| 3M | +3.7% | +12.7% | -8.9% | +1.5% |
| 6M | -19.2% | +1.6% | -20.7% | -19.6% |
| YTD | +12.9% | -4.0% | +16.8% | +13.2% |
| 1Y | +19.8% | -10.2% | +30.0% | +21.3% |
| All | +44.7% | +26.2% | +18.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling