+17.2%
LMT vs VSH
+109.0%
-91.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.1% |
| 7D | -0.5% | +3.1% | -3.6% | -0.6% |
| 30D | -10.8% | -5.7% | -5.1% | -10.7% |
| 3M | +1.6% | -42.5% | +44.1% | +2.1% |
| 6M | -17.6% | +82.7% | -100.2% | -24.8% |
| YTD | +11.6% | +118.2% | -106.6% | 0.0% |
| 1Y | +17.2% | +109.7% | -92.4% | +7.4% |
| All | +17.2% | +109.0% | -91.7% | +7.4% |
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