+69.6%
V vs LMT
+73.4%
-3.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -3.0% | -0.5% | -2.5% | -3.0% |
| 30D | +1.2% | -10.8% | +12.0% | +2.8% |
| 3M | +13.9% | +1.6% | +12.3% | +13.4% |
| 6M | +17.2% | -17.6% | +34.8% | +20.2% |
| YTD | +5.3% | +11.6% | -6.3% | +2.4% |
| 1Y | +9.5% | +17.2% | -7.8% | +5.4% |
| 3Y | +51.9% | +35.7% | +16.2% | +41.1% |
| 5Y | +69.6% | +75.2% | -5.6% | +37.3% |
| All | +69.6% | +73.4% | -3.8% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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