+1,160.9%
LMT vs VOO
+812.0%
+348.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.6% | +2.4% |
| 7D | -1.5% | +0.5% | -2.1% | -1.9% |
| 30D | -8.2% | -0.9% | -7.3% | -7.8% |
| 3M | +3.7% | +3.9% | -0.2% | +1.2% |
| 6M | -19.2% | +14.5% | -33.7% | -25.9% |
| YTD | +12.9% | +13.0% | -0.1% | +4.3% |
| 1Y | +19.8% | +19.4% | +0.4% | +6.8% |
| 3Y | +37.3% | +78.9% | -41.6% | -7.8% |
| 5Y | +74.4% | +82.3% | -7.9% | +12.7% |
| 10Y | +188.9% | +314.2% | -125.3% | +0.3% |
| All | +1,160.9% | +812.0% | +348.9% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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