+25.0%
V vs LDOS
-32.8%
+57.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -1.0% |
| 7D | -0.4% | -3.5% | +3.1% | 0.0% |
| 30D | +6.3% | +9.5% | -3.2% | +5.4% |
| 3M | +17.2% | -6.3% | +23.5% | +17.6% |
| 6M | +29.2% | +2.8% | +26.4% | +27.5% |
| YTD | +20.8% | -26.6% | +47.4% | +19.0% |
| 1Y | +25.0% | -31.3% | +56.3% | +25.9% |
| All | +25.0% | -32.8% | +57.9% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling