+73.0%
LMT vs VTV
+80.6%
-7.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.5% |
| 7D | -0.2% | -1.1% | +0.9% | +0.4% |
| 30D | -13.1% | -1.0% | -12.0% | -12.6% |
| 3M | -3.9% | +4.6% | -8.5% | -6.2% |
| 6M | -18.3% | +13.5% | -31.8% | -23.6% |
| YTD | +10.3% | +18.5% | -8.2% | +0.9% |
| 1Y | +14.2% | +22.9% | -8.7% | +2.5% |
| 3Y | +35.0% | +67.8% | -32.9% | +2.0% |
| All | +73.0% | +80.6% | -7.6% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling