+236.4%
LDOS vs VEU
+149.7%
+86.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.4% | -3.0% |
| 7D | -1.3% | -0.5% | -0.8% | -1.1% |
| 30D | +10.1% | -1.0% | +11.1% | +10.6% |
| 3M | -4.7% | -3.6% | -1.1% | -2.8% |
| 6M | +5.6% | -1.2% | +6.7% | +5.4% |
| YTD | -25.1% | +12.0% | -37.1% | -31.8% |
| 1Y | -31.7% | +13.9% | -45.6% | -38.5% |
| 3Y | +33.7% | +71.3% | -37.6% | -11.0% |
| 5Y | +54.4% | +50.3% | +4.1% | +12.3% |
| 10Y | +236.4% | +150.3% | +86.1% | +59.2% |
| All | +236.4% | +149.7% | +86.7% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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