+75.2%
LMT vs VSAT
+50.0%
+25.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +1.0% |
| 7D | -0.5% | +3.4% | -4.0% | -0.7% |
| 30D | -10.8% | -12.2% | +1.5% | -10.2% |
| 3M | +1.6% | +20.6% | -19.0% | +0.2% |
| 6M | -17.6% | +60.2% | -77.7% | -20.1% |
| YTD | +11.6% | +115.3% | -103.7% | +6.5% |
| 1Y | +17.2% | +154.6% | -137.3% | +10.9% |
| 3Y | +35.7% | +211.2% | -175.4% | +24.2% |
| 5Y | +75.2% | +52.7% | +22.5% | +57.8% |
| All | +75.2% | +50.0% | +25.2% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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