+103.7%
LMT vs VO
+37.2%
+66.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | +4.8% | +2.9% | +1.9% | +4.1% |
| 30D | +19.9% | +1.0% | +18.9% | +19.5% |
| 3M | +0.2% | -1.7% | +1.9% | +0.6% |
| 6M | +17.4% | +6.7% | +10.7% | +15.4% |
| YTD | +27.2% | +14.0% | +13.2% | +22.7% |
| 1Y | +35.6% | +13.7% | +21.9% | +31.0% |
| 3Y | +47.1% | +65.8% | -18.7% | +28.4% |
| 5Y | +103.7% | +36.6% | +67.1% | +78.9% |
| All | +103.7% | +37.2% | +66.5% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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