+55.6%
VFC vs LDOS
-27.6%
+83.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.2% |
| 7D | +21.5% | -2.8% | +24.3% | +22.2% |
| 30D | +46.7% | +13.6% | +33.1% | +40.9% |
| 3M | +38.4% | +4.2% | +34.2% | +36.1% |
| 6M | +15.2% | -8.2% | +23.4% | +16.6% |
| YTD | +17.8% | -24.1% | +41.9% | +22.4% |
| 1Y | +55.6% | -31.2% | +86.8% | +68.7% |
| All | +55.6% | -27.6% | +83.2% | +68.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling