+35.9%
LDOS vs VOO
+75.0%
-39.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +1.9% |
| 7D | -3.7% | -4.7% | +1.0% | -1.8% |
| 30D | +16.4% | -5.9% | +22.3% | +19.3% |
| 3M | +7.4% | -4.5% | +11.9% | +9.3% |
| 6M | -0.3% | +1.9% | -2.2% | -1.5% |
| YTD | -24.0% | +8.4% | -32.4% | -27.2% |
| 1Y | -29.6% | +9.5% | -39.0% | -32.8% |
| All | +35.9% | +75.0% | -39.0% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling