+32.8%
LDOS vs VOO
+75.5%
-42.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -7.2% | -2.7% | -4.5% | -6.2% |
| 30D | +16.8% | -5.4% | +22.2% | +19.5% |
| 3M | -1.6% | -4.1% | +2.5% | 0.0% |
| 6M | -1.0% | +0.7% | -1.7% | -1.6% |
| YTD | -25.8% | +8.7% | -34.5% | -29.0% |
| 1Y | -31.1% | +11.0% | -42.0% | -34.7% |
| 3Y | +32.8% | +75.5% | -42.7% | +7.4% |
| All | +32.8% | +75.5% | -42.7% | +7.4% |
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