+82.6%
VOO vs LMT
+73.4%
+9.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | -2.0% | -0.5% | -1.4% | -1.9% |
| 30D | -1.7% | -10.8% | +9.1% | -0.5% |
| 3M | +4.7% | +1.6% | +3.1% | +4.4% |
| 6M | +12.6% | -17.6% | +30.1% | +15.2% |
| YTD | +11.8% | +11.6% | +0.2% | +9.4% |
| 1Y | +17.5% | +17.2% | +0.3% | +14.2% |
| 3Y | +77.0% | +35.7% | +41.3% | +65.0% |
| 5Y | +82.6% | +75.2% | +7.4% | +56.0% |
| All | +82.6% | +73.4% | +9.2% | +56.0% |
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