+449.7%
V vs LDOS
+248.5%
+201.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.8% |
| 7D | +2.2% | -7.2% | +9.4% | +4.8% |
| 30D | +13.6% | +16.8% | -3.3% | +7.3% |
| 3M | +14.3% | -1.6% | +15.9% | +14.4% |
| 6M | +33.1% | -1.0% | +34.1% | +32.0% |
| YTD | +21.2% | -25.8% | +47.0% | +32.1% |
| 1Y | +26.4% | -31.1% | +57.5% | +41.8% |
| 3Y | +77.6% | +32.8% | +44.8% | +44.5% |
| 5Y | +102.6% | +49.4% | +53.2% | +51.6% |
| All | +449.7% | +248.5% | +201.2% | +227.5% |
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