+53.7%
VEA vs LDOS
+51.2%
+2.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.5% |
| 7D | +1.8% | -3.5% | +5.3% | +2.2% |
| 30D | -0.9% | +9.5% | -10.4% | -2.1% |
| 3M | -5.0% | -6.3% | +1.3% | -4.4% |
| 6M | 0.0% | +2.8% | -2.8% | -0.7% |
| YTD | +12.2% | -26.6% | +38.8% | +16.6% |
| 1Y | +14.7% | -31.3% | +46.0% | +20.6% |
| 3Y | +73.2% | +30.9% | +42.3% | +56.9% |
| 5Y | +53.7% | +49.4% | +4.3% | +34.9% |
| All | +53.7% | +51.2% | +2.5% | +34.9% |
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