+25.9%
LMT vs VSH
+62.1%
-36.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.1% | -1.8% | -6.9% |
| 7D | -5.5% | -13.6% | +8.1% | -5.7% |
| 30D | +17.5% | -30.4% | +47.8% | +17.5% |
| 3M | +1.6% | -33.3% | +34.9% | +1.8% |
| 6M | +16.3% | -15.1% | +31.4% | +12.2% |
| YTD | +25.3% | +80.2% | -55.0% | +11.7% |
| 1Y | +25.9% | +63.4% | -37.5% | +12.2% |
| All | +25.9% | +62.1% | -36.2% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling