+173.7%
VEA vs LDOS
+513.1%
-339.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +1.0% | -5.4% | +6.4% | +2.7% |
| 30D | +1.9% | +4.9% | -2.9% | +0.1% |
| 3M | +3.2% | +7.2% | -4.0% | 0.0% |
| 6M | +10.2% | -24.2% | +34.5% | +19.5% |
| YTD | +18.9% | -25.8% | +44.7% | +28.6% |
| 1Y | +29.3% | -24.7% | +54.0% | +38.8% |
| 3Y | +76.8% | +39.3% | +37.5% | +47.4% |
| 5Y | +61.2% | +43.3% | +17.9% | +29.9% |
| 10Y | +163.3% | +278.6% | -115.3% | +36.7% |
| All | +173.7% | +513.1% | -339.4% | +2.9% |
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 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