-30.7%
LDOS vs VO
+14.1%
-44.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | -3.5% | +2.9% | -6.4% | -5.2% |
| 30D | +9.5% | +1.0% | +8.5% | +8.6% |
| 3M | -6.3% | -1.7% | -4.6% | -5.4% |
| 6M | +2.8% | +6.7% | -3.9% | -1.7% |
| YTD | -26.6% | +14.0% | -40.6% | -34.3% |
| All | -30.7% | +14.1% | -44.8% | -38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling