+75.7%
VTI vs LMT
+34.5%
+41.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | -0.9% | -0.2% | -0.7% | -0.9% |
| 30D | -1.4% | -13.1% | +11.6% | -0.7% |
| 3M | +3.6% | -3.9% | +7.5% | +3.9% |
| 6M | +13.6% | -18.3% | +31.9% | +15.2% |
| YTD | +12.9% | +10.3% | +2.6% | +11.7% |
| 1Y | +17.2% | +14.2% | +3.0% | +15.6% |
| 3Y | +75.7% | +35.0% | +40.7% | +69.1% |
| All | +75.7% | +34.5% | +41.2% | +69.1% |
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