+1,146.5%
LMT vs VXUS
+161.9%
+984.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.5% |
| 7D | +4.8% | +2.3% | +2.5% | +3.7% |
| 30D | +19.9% | -2.2% | +22.1% | +21.0% |
| 3M | +0.2% | -5.4% | +5.6% | +2.6% |
| 6M | +17.4% | -1.2% | +18.7% | +17.3% |
| YTD | +27.2% | +10.4% | +16.8% | +19.6% |
| 1Y | +35.6% | +11.8% | +23.7% | +26.6% |
| 3Y | +47.1% | +68.4% | -21.3% | +9.7% |
| 5Y | +103.7% | +45.9% | +57.8% | +61.9% |
| 10Y | +203.5% | +144.7% | +58.7% | +77.9% |
| All | +1,146.5% | +161.9% | +984.6% | +587.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling