+275.4%
LDOS vs VO
+194.3%
+81.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.7% |
| 7D | -5.4% | -0.3% | -5.1% | -5.2% |
| 30D | +4.9% | -0.3% | +5.2% | +5.1% |
| 3M | +7.2% | +2.9% | +4.2% | +4.8% |
| 6M | -24.2% | +9.3% | -33.6% | -29.4% |
| YTD | -25.8% | +14.2% | -40.0% | -33.1% |
| 1Y | -24.7% | +15.3% | -40.0% | -32.6% |
| 3Y | +39.3% | +56.2% | -17.0% | -2.2% |
| 5Y | +43.3% | +42.4% | +0.9% | +6.1% |
| All | +275.4% | +194.3% | +81.1% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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