+25.9%
LMT vs VTRS
+90.6%
-64.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.6% | -8.5% | -7.1% |
| 7D | -5.5% | +2.4% | -7.9% | -5.8% |
| 30D | +17.5% | +9.1% | +8.4% | +16.2% |
| 3M | +1.6% | +9.4% | -7.8% | +0.5% |
| 6M | +16.3% | +28.3% | -12.0% | +12.8% |
| YTD | +25.3% | +58.0% | -32.8% | +20.1% |
| 1Y | +25.9% | +89.7% | -63.9% | +19.8% |
| All | +25.9% | +90.6% | -64.8% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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