+54.4%
LDOS vs VOO
+75.1%
-20.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -3.0% |
| 7D | -1.3% | -0.9% | -0.4% | -1.0% |
| 30D | +10.1% | -2.3% | +12.5% | +11.2% |
| 3M | -4.7% | -1.2% | -3.5% | -4.3% |
| 6M | +5.6% | +3.3% | +2.2% | +3.6% |
| YTD | -25.1% | +12.3% | -37.4% | -29.5% |
| 1Y | -31.7% | +12.5% | -44.2% | -35.8% |
| 3Y | +33.7% | +79.2% | -45.5% | -0.8% |
| 5Y | +54.4% | +75.7% | -21.3% | +10.4% |
| All | +54.4% | +75.1% | -20.8% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling