+348.3%
TRV vs LDOS
+241.3%
+107.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.5% |
| 7D | -2.4% | -1.3% | -1.1% | -2.0% |
| 30D | +7.5% | +10.1% | -2.6% | +3.8% |
| 3M | +6.7% | -4.7% | +11.4% | +8.0% |
| 6M | +35.5% | +5.6% | +29.9% | +31.4% |
| YTD | +39.3% | -25.1% | +64.4% | +50.8% |
| 1Y | +41.8% | -31.7% | +73.5% | +59.0% |
| 3Y | +147.3% | +33.7% | +113.6% | +104.0% |
| 5Y | +178.3% | +54.4% | +124.0% | +110.2% |
| 10Y | +348.3% | +236.4% | +111.9% | +184.4% |
| All | +348.3% | +241.3% | +107.1% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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