+98.0%
VCIT vs LDOS
+495.7%
-397.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.3% | -5.4% | +5.1% | -0.3% |
| 30D | -0.8% | +4.9% | -5.6% | -0.8% |
| 3M | -1.0% | +7.2% | -8.2% | -1.1% |
| 6M | -1.8% | -24.2% | +22.4% | -1.6% |
| YTD | -0.7% | -25.8% | +25.1% | -0.4% |
| 1Y | +1.0% | -24.7% | +25.7% | +1.3% |
| 3Y | +18.8% | +39.3% | -20.4% | +18.3% |
| 5Y | +3.5% | +43.3% | -39.8% | +2.9% |
| 10Y | +29.2% | +278.6% | -249.3% | +30.0% |
| All | +98.0% | +495.7% | -397.8% | +100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling