+990.1%
VZ vs LMT
+11,710.5%
-10,720.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | +0.1% | -6.3% | +6.3% | +1.4% |
| 30D | +7.9% | -8.5% | +16.4% | +9.8% |
| 3M | +13.6% | +1.8% | +11.8% | +12.9% |
| 6M | +1.1% | -19.9% | +21.0% | +5.3% |
| YTD | +29.3% | +10.6% | +18.7% | +25.7% |
| 1Y | +21.2% | +17.9% | +3.3% | +16.1% |
| 3Y | +75.9% | +27.0% | +48.9% | +64.4% |
| 5Y | +24.1% | +68.7% | -44.6% | +8.0% |
| 10Y | +62.4% | +181.1% | -118.7% | +25.4% |
| All | +990.1% | +11,710.5% | -10,720.5% | +358.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling