+275.4%
LDOS vs VOO
+316.2%
-40.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | -5.4% | +0.1% | -5.5% | -5.5% |
| 30D | +4.9% | +0.1% | +4.8% | +4.8% |
| 3M | +7.2% | +2.0% | +5.2% | +5.5% |
| 6M | -24.2% | +13.0% | -37.3% | -31.2% |
| YTD | -25.8% | +13.6% | -39.4% | -32.9% |
| 1Y | -24.7% | +20.1% | -44.8% | -34.7% |
| 3Y | +39.3% | +77.6% | -38.3% | -12.5% |
| 5Y | +43.3% | +82.4% | -39.1% | -13.8% |
| All | +275.4% | +316.2% | -40.8% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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