+15.3%
VGT vs LDOS
-30.4%
+45.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +3.2% |
| 7D | -1.6% | -5.8% | +4.2% | -1.7% |
| 30D | -12.5% | +11.6% | -24.1% | -12.7% |
| 3M | -7.7% | -1.0% | -6.7% | -7.5% |
| 6M | -0.2% | +5.1% | -5.2% | +0.5% |
| YTD | +19.3% | -24.0% | +43.3% | +22.6% |
| All | +15.3% | -30.4% | +45.7% | +21.1% |
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