+73.0%
VEA vs LDOS
+30.5%
+42.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | 0.0% |
| 7D | +2.3% | -1.6% | +3.9% | +2.4% |
| 30D | +0.2% | +8.2% | -8.0% | -0.4% |
| 3M | -5.3% | -8.2% | +2.8% | -4.8% |
| 6M | -0.9% | +5.8% | -6.8% | -1.5% |
| YTD | +12.2% | -27.0% | +39.2% | +15.4% |
| 1Y | +16.1% | -31.0% | +47.1% | +20.3% |
| 3Y | +73.0% | +29.3% | +43.7% | +61.3% |
| All | +73.0% | +30.5% | +42.5% | +61.3% |
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 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