+123.4%
VRT vs LMT
+19.5%
+103.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +4.3% |
| 7D | +9.1% | -6.3% | +15.4% | +9.0% |
| 30D | +0.9% | -8.5% | +9.4% | +0.8% |
| 3M | -13.4% | +1.8% | -15.2% | -12.6% |
| 6M | +11.7% | -19.9% | +31.6% | +15.1% |
| YTD | +73.2% | +10.6% | +62.7% | +71.3% |
| 1Y | +123.4% | +17.9% | +105.5% | +109.5% |
| All | +123.4% | +19.5% | +103.9% | +109.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling