+36.2%
LMT vs VT
+69.7%
-33.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -11.0% | -2.3% | -8.7% | -10.7% |
| 30D | +13.6% | -5.0% | +18.5% | +14.2% |
| 3M | -2.1% | -4.9% | +2.8% | -1.6% |
| 6M | +11.7% | -1.5% | +13.2% | +11.5% |
| YTD | +19.4% | +8.5% | +10.9% | +17.0% |
| 1Y | +24.1% | +11.4% | +12.7% | +21.1% |
| 3Y | +36.2% | +70.1% | -33.9% | +23.2% |
| All | +36.2% | +69.7% | -33.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling