+185.8%
LMT price history and return analytics
+229.8%
-44.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | -0.2% | -1.1% | +0.9% | +0.4% |
| 30D | -13.1% | -1.0% | -12.1% | -12.6% |
| 3M | -3.9% | +3.2% | -7.0% | -5.8% |
| 6M | -18.3% | +12.5% | -30.7% | -23.9% |
| YTD | +10.3% | +14.1% | -3.7% | +1.8% |
| 1Y | +14.2% | +18.9% | -4.7% | +2.8% |
| 3Y | +35.0% | +74.1% | -39.1% | -5.4% |
| 5Y | +73.2% | +66.9% | +6.4% | +22.8% |
| All | +185.8% | +229.8% | -44.0% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling