+676.7%
VEEV vs LDOS
+254.8%
+421.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | +0.8% | +1.9% | -1.1% | +0.1% |
| 30D | +3.2% | +12.8% | -9.6% | -1.3% |
| 3M | +30.2% | -1.0% | +31.2% | +30.3% |
| 6M | +83.7% | +6.2% | +77.5% | +78.5% |
| YTD | +36.9% | -23.2% | +60.1% | +48.0% |
| 1Y | +3.3% | -29.5% | +32.8% | +15.0% |
| 3Y | +85.1% | +37.1% | +48.0% | +58.2% |
| 5Y | -2.6% | +55.6% | -58.2% | -22.4% |
| 10Y | +676.7% | +249.4% | +427.3% | +274.5% |
| All | +676.7% | +254.8% | +421.8% | +274.5% |
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 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