+249.4%
LDOS vs VOO
+306.9%
-57.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +1.9% | -0.6% | +2.5% | +2.2% |
| 30D | +12.8% | -3.6% | +16.4% | +15.6% |
| 3M | -1.0% | -2.7% | +1.7% | +0.7% |
| 6M | +6.2% | +2.2% | +3.9% | +3.9% |
| YTD | -23.2% | +10.9% | -34.1% | -29.5% |
| 1Y | -29.5% | +11.3% | -40.8% | -35.5% |
| 3Y | +37.1% | +76.9% | -39.9% | -14.0% |
| 5Y | +55.6% | +73.5% | -17.9% | -2.5% |
| 10Y | +249.4% | +307.7% | -58.3% | -1.8% |
| All | +249.4% | +306.9% | -57.5% | -1.8% |
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