+25.3%
V vs LDOS
-31.3%
+56.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | +2.9% | -3.7% | +6.6% | +3.3% |
| 30D | +14.0% | +16.4% | -2.4% | +12.4% |
| 3M | +14.9% | +7.4% | +7.5% | +13.8% |
| 6M | +31.7% | -0.3% | +32.1% | +30.0% |
| YTD | +21.2% | -24.0% | +45.2% | +19.2% |
| 1Y | +25.3% | -29.6% | +54.8% | +25.3% |
| All | +25.3% | -31.3% | +56.6% | +25.3% |
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