+655.7%
VEEV vs LDOS
+226.9%
+428.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -0.7% | -1.6% | +0.9% | -0.2% |
| 30D | +1.4% | +8.2% | -6.8% | -1.6% |
| 3M | +19.4% | -8.2% | +27.5% | +22.6% |
| 6M | +93.6% | +5.8% | +87.8% | +88.3% |
| YTD | +35.1% | -27.0% | +62.0% | +48.6% |
| 1Y | +3.4% | -31.0% | +34.4% | +15.9% |
| 3Y | +81.4% | +29.3% | +52.1% | +58.2% |
| 5Y | -5.1% | +48.7% | -53.8% | -23.2% |
| All | +655.7% | +226.9% | +428.8% | +275.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling