+3.5%
VCIT vs LDOS
+52.4%
-48.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | +0.4% | -2.8% | +3.2% | +0.5% |
| 30D | +2.2% | +13.6% | -11.4% | +1.9% |
| 3M | -1.8% | +4.2% | -6.1% | -2.0% |
| 6M | -1.6% | -8.2% | +6.6% | -1.5% |
| YTD | -1.7% | -24.1% | +22.4% | -1.2% |
| 1Y | -0.8% | -31.2% | +30.4% | -0.1% |
| 3Y | +19.3% | +35.0% | -15.7% | +17.4% |
| 5Y | +3.5% | +52.6% | -49.1% | +0.7% |
| All | +3.5% | +52.4% | -48.9% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling