+48.5%
LMT price history and return analytics
+75.6%
-27.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.0% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | +19.2% | -1.7% | +20.9% | +19.4% |
| 3M | +2.7% | -2.3% | +5.0% | +2.9% |
| 6M | +20.6% | +1.5% | +19.1% | +20.0% |
| YTD | +28.4% | +12.0% | +16.4% | +25.5% |
| 1Y | +36.9% | +12.9% | +24.0% | +33.7% |
| All | +48.5% | +75.6% | -27.1% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling