+717.4%
VEEV vs LDOS
+402.7%
+314.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.3% | -1.3% |
| 7D | -2.9% | -7.2% | +4.3% | -0.5% |
| 30D | +7.5% | +16.8% | -9.3% | +1.7% |
| 3M | +39.5% | -1.6% | +41.0% | +39.9% |
| 6M | +81.5% | -1.0% | +82.5% | +80.8% |
| YTD | +36.1% | -25.8% | +61.8% | +48.6% |
| 1Y | +4.3% | -31.1% | +35.4% | +16.7% |
| 3Y | +54.8% | +32.8% | +22.0% | +35.1% |
| 5Y | -4.7% | +49.4% | -54.1% | -21.9% |
| 10Y | +709.1% | +253.9% | +455.2% | +361.2% |
| All | +717.4% | +402.7% | +314.6% | +287.6% |
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