+89.6%
VRT vs LHX
-9.5%
+99.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.7% | +3.8% |
| 7D | -8.4% | -4.3% | -4.1% | -7.7% |
| 30D | -10.9% | -15.1% | +4.3% | -8.7% |
| 3M | -13.7% | -21.0% | +7.3% | -10.2% |
| 6M | -4.1% | -32.0% | +27.9% | +5.1% |
| YTD | +58.7% | -15.3% | +74.1% | +60.6% |
| 1Y | +89.6% | -11.1% | +100.7% | +89.6% |
| All | +89.6% | -9.5% | +99.1% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 1y: compounded portfolio wealth divided by compounded LHX 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…
1y analysis · Full analysis span regression · 6 months rolling