+397.6%
VRT vs LMT
+47.0%
+350.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.5% |
| 7D | +18.6% | +4.8% | +13.8% | +18.7% |
| 30D | -11.7% | +19.9% | -31.5% | -9.8% |
| 3M | -27.3% | +0.2% | -27.5% | -26.6% |
| 6M | -42.9% | +17.4% | -60.3% | -41.4% |
| YTD | +29.5% | +27.2% | +2.3% | +34.0% |
| 1Y | +21.0% | +35.6% | -14.5% | +26.0% |
| All | +397.6% | +47.0% | +350.6% | +503.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling