-31.2%
LDOS vs VT
+15.2%
-46.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.4% |
| 7D | -2.8% | -0.3% | -2.5% | -2.8% |
| 30D | +13.6% | -1.4% | +15.0% | +13.9% |
| 3M | +4.2% | -1.4% | +5.6% | +4.5% |
| 6M | -8.2% | +5.5% | -13.7% | -9.6% |
| YTD | -24.1% | +12.8% | -36.9% | -28.5% |
| 1Y | -31.2% | +15.4% | -46.6% | -36.1% |
| All | -31.2% | +15.2% | -46.4% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling