+259.5%
LMT vs VTEB
+25.1%
+234.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.4% |
| 7D | -0.5% | -1.2% | +0.7% | +0.1% |
| 30D | -10.8% | -2.9% | -7.9% | -9.4% |
| 3M | +1.6% | -3.2% | +4.7% | +3.3% |
| 6M | -17.6% | -2.6% | -14.9% | -16.4% |
| YTD | +11.6% | -1.8% | +13.4% | +12.6% |
| 1Y | +17.2% | +0.2% | +17.0% | +17.0% |
| 3Y | +35.7% | +8.2% | +27.5% | +29.7% |
| 5Y | +75.2% | +0.8% | +74.4% | +74.7% |
| 10Y | +190.1% | +17.7% | +172.4% | +220.9% |
| All | +259.5% | +25.1% | +234.5% | +324.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling