+78.4%
VEA vs LDOS
+39.7%
+38.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | +1.0% | -5.4% | +6.4% | +1.4% |
| 30D | +1.9% | +4.9% | -2.9% | +1.5% |
| 3M | +3.2% | +7.2% | -4.0% | +2.6% |
| 6M | +10.2% | -24.2% | +34.5% | +13.5% |
| YTD | +18.9% | -25.8% | +44.7% | +22.3% |
| 1Y | +29.3% | -24.7% | +54.0% | +32.7% |
| All | +78.4% | +39.7% | +38.6% | +64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling