+34.1%
LMT vs VSH
+92.4%
-58.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -1.3% |
| 7D | +5.1% | +14.3% | -9.2% | +5.1% |
| 30D | +14.1% | -7.9% | +22.0% | +13.9% |
| 3M | +0.3% | -19.9% | +20.1% | +0.1% |
| 6M | +16.1% | -30.5% | +46.6% | +13.7% |
| YTD | +25.5% | +85.7% | -60.2% | +14.5% |
| 1Y | +34.1% | +98.9% | -64.8% | +23.6% |
| All | +34.1% | +92.4% | -58.3% | +23.6% |
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