+945.1%
LMT price history and return analytics
+356.5%
+588.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +5.1% | +2.4% | +2.8% | +3.8% |
| 30D | +14.1% | -1.5% | +15.6% | +14.9% |
| 3M | +0.3% | -4.1% | +4.4% | +2.4% |
| 6M | +16.1% | +0.6% | +15.5% | +15.0% |
| YTD | +25.5% | +11.0% | +14.4% | +17.0% |
| 1Y | +34.1% | +13.3% | +20.8% | +23.5% |
| 3Y | +45.1% | +73.4% | -28.3% | +2.1% |
| 5Y | +100.9% | +57.4% | +43.5% | +47.1% |
| 10Y | +199.4% | +221.7% | -22.3% | +39.9% |
| All | +945.1% | +356.5% | +588.6% | +274.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling