+45.2%
LDOS vs VTEB
+2.2%
+43.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.4% | -0.8% | -4.6% | -5.2% |
| 30D | +4.9% | -1.3% | +6.2% | +5.3% |
| 3M | +7.2% | -2.1% | +9.3% | +7.8% |
| 6M | -24.2% | -1.7% | -22.6% | -23.9% |
| YTD | -25.8% | -0.6% | -25.2% | -25.7% |
| 1Y | -24.7% | +3.1% | -27.8% | -25.1% |
| 3Y | +39.3% | +9.2% | +30.1% | +36.0% |
| All | +45.2% | +2.2% | +43.0% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling