+654.4%
VRT vs LMT
+100.7%
+553.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.5% |
| 7D | +10.5% | +5.1% | +5.4% | +10.2% |
| 30D | -9.3% | +14.1% | -23.5% | -9.1% |
| 3M | -29.6% | +0.3% | -29.9% | -29.2% |
| 6M | -45.4% | +16.1% | -61.5% | -45.2% |
| YTD | +24.8% | +25.5% | -0.7% | +24.4% |
| 1Y | +23.6% | +34.1% | -10.5% | +22.7% |
| 3Y | +379.7% | +45.1% | +334.6% | +367.7% |
| All | +654.4% | +100.7% | +553.7% | +559.8% |
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