+249.4%
LDOS vs VTEB
+22.3%
+227.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +1.9% | +0.7% | +1.2% | +1.2% |
| 30D | +12.8% | +4.0% | +8.7% | +8.9% |
| 3M | -1.0% | -0.5% | -0.5% | -0.6% |
| 6M | +6.2% | -0.6% | +6.8% | +6.8% |
| YTD | -23.2% | +0.4% | -23.7% | -23.5% |
| 1Y | -29.5% | +0.8% | -30.3% | -30.0% |
| 3Y | +37.1% | +11.5% | +25.6% | +24.0% |
| 5Y | +55.6% | +3.4% | +52.2% | +51.9% |
| 10Y | +249.4% | +23.5% | +225.9% | +289.4% |
| All | +249.4% | +22.3% | +227.1% | +289.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling