+19.9%
VGT vs LDOS
-27.6%
+47.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | -6.5% | -2.8% | -3.7% | -6.5% |
| 30D | -10.6% | +13.6% | -24.2% | -10.7% |
| 3M | -3.7% | +4.2% | -7.9% | -3.7% |
| 6M | +10.4% | -8.2% | +18.6% | +12.2% |
| YTD | +23.1% | -24.1% | +47.1% | +26.6% |
| 1Y | +19.9% | -31.2% | +51.1% | +26.3% |
| All | +19.9% | -27.6% | +47.5% | +26.3% |
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