+46.8%
LMT vs VXUS
+69.0%
-22.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | -5.6% | +0.5% | -6.1% | -5.7% |
| 30D | +18.4% | -2.5% | +20.9% | +18.7% |
| 3M | +0.6% | -4.6% | +5.2% | +1.1% |
| 6M | +20.6% | -2.6% | +23.2% | +20.6% |
| YTD | +27.0% | +10.4% | +16.6% | +23.6% |
| 1Y | +36.9% | +12.9% | +24.0% | +32.7% |
| All | +46.8% | +69.0% | -22.2% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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