+201.5%
VIAV vs LDOS
+495.0%
-293.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.3% | +10.6% | +9.2% |
| 7D | -4.8% | -7.2% | +2.4% | -2.3% |
| 30D | -38.5% | +16.8% | -55.3% | -43.1% |
| 3M | -29.9% | -1.6% | -28.3% | -30.9% |
| 6M | -46.3% | -1.0% | -45.3% | -47.8% |
| YTD | +59.8% | -25.8% | +85.5% | +74.0% |
| 1Y | +62.3% | -31.1% | +93.4% | +83.1% |
| 3Y | +243.0% | +32.8% | +210.2% | +171.3% |
| 5Y | +80.3% | +49.4% | +30.9% | +30.8% |
| 10Y | +290.0% | +253.9% | +36.1% | +68.5% |
| All | +201.5% | +495.0% | -293.5% | -15.9% |
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 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