+158.0%
VEA vs LDOS
+534.4%
-376.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.8% | -1.1% |
| 7D | 0.0% | +1.9% | -1.9% | -0.6% |
| 30D | -1.4% | +12.8% | -14.2% | -5.3% |
| 3M | -4.1% | -1.0% | -3.1% | -4.3% |
| 6M | -1.3% | +6.2% | -7.5% | -4.5% |
| YTD | +12.1% | -23.2% | +35.3% | +19.4% |
| 1Y | +16.1% | -29.5% | +45.5% | +27.3% |
| 3Y | +73.0% | +37.1% | +36.0% | +45.1% |
| 5Y | +55.1% | +55.6% | -0.5% | +21.0% |
| 10Y | +156.9% | +249.4% | -92.5% | +38.0% |
| All | +158.0% | +534.4% | -376.4% | -4.5% |
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 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