+449.6%
V vs LDOS
+256.7%
+192.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | +2.9% | -3.7% | +6.6% | +4.2% |
| 30D | +14.0% | +16.4% | -2.4% | +7.8% |
| 3M | +14.9% | +7.4% | +7.5% | +11.3% |
| 6M | +31.7% | -0.3% | +32.1% | +30.4% |
| YTD | +21.2% | -24.0% | +45.2% | +31.0% |
| 1Y | +25.3% | -29.6% | +54.8% | +39.4% |
| 3Y | +77.5% | +35.1% | +42.4% | +43.7% |
| 5Y | +102.6% | +52.9% | +49.7% | +50.3% |
| All | +449.6% | +256.7% | +192.9% | +224.9% |
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