+52.6%
LDOS vs VT
+60.6%
-7.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.1% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | +13.6% | -1.4% | +15.0% | +14.3% |
| 3M | +4.2% | -1.4% | +5.6% | +4.8% |
| 6M | -8.2% | +5.5% | -13.7% | -10.8% |
| YTD | -24.1% | +12.8% | -36.9% | -28.8% |
| 1Y | -31.2% | +15.4% | -46.6% | -36.3% |
| 3Y | +35.0% | +76.9% | -41.9% | +0.7% |
| 5Y | +52.6% | +60.4% | -7.8% | +15.1% |
| All | +52.6% | +60.6% | -7.9% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling