+75.2%
LMT vs VRSN
+32.1%
+43.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | -0.5% | -1.5% | +1.0% | -0.3% |
| 30D | -10.8% | +0.7% | -11.5% | -10.9% |
| 3M | +1.6% | +0.6% | +1.0% | +1.3% |
| 6M | -17.6% | +21.7% | -39.3% | -20.4% |
| YTD | +11.6% | +20.0% | -8.4% | +7.9% |
| 1Y | +17.2% | +3.2% | +14.1% | +16.2% |
| 3Y | +35.7% | +42.4% | -6.7% | +26.3% |
| 5Y | +75.2% | +33.0% | +42.2% | +57.7% |
| All | +75.2% | +32.1% | +43.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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