+53.8%
LDOS vs VLTO
+54.1%
-0.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.7% | +12.0% | -15.7% | -7.4% |
| 30D | +16.4% | +20.8% | -4.5% | +9.2% |
| 3M | +7.4% | +20.1% | -12.7% | +0.9% |
| 6M | -0.3% | +32.6% | -33.0% | -9.2% |
| YTD | -24.0% | +17.3% | -41.3% | -28.3% |
| 1Y | -29.6% | +17.3% | -46.9% | -33.6% |
| 3Y | +35.1% | +66.9% | -31.8% | +22.9% |
| All | +53.8% | +54.1% | -0.4% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling