+46.0%
VFC vs LDOS
-31.2%
+77.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.8% |
| 7D | +11.2% | -7.2% | +18.4% | +13.4% |
| 30D | +41.5% | +16.8% | +24.7% | +34.6% |
| 3M | +38.9% | -1.6% | +40.5% | +39.0% |
| 6M | +6.1% | -1.0% | +7.1% | +5.8% |
| YTD | +14.5% | -25.8% | +40.3% | +19.7% |
| 1Y | +46.0% | -31.1% | +77.0% | +59.9% |
| All | +46.0% | -31.2% | +77.1% | +59.9% |
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 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