-20.9%
VST vs LMT
+19.5%
-40.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +5.0% | +3.8% |
| 7D | +8.9% | -6.3% | +15.2% | +10.1% |
| 30D | +6.2% | -8.5% | +14.7% | +7.8% |
| 3M | -2.7% | +1.8% | -4.6% | -3.6% |
| 6M | -8.4% | -19.9% | +11.6% | -2.3% |
| YTD | -7.2% | +10.6% | -17.8% | -10.0% |
| 1Y | -20.9% | +17.9% | -38.8% | -20.3% |
| All | -20.9% | +19.5% | -40.4% | -20.3% |
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