+52.6%
VIK vs LDOS
-31.2%
+83.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +1.7% |
| 7D | 0.0% | -7.2% | +7.2% | +0.4% |
| 30D | +7.7% | +16.8% | -9.2% | +6.8% |
| 3M | -17.6% | -1.6% | -16.0% | -17.7% |
| 6M | +1.7% | -1.0% | +2.6% | +2.4% |
| YTD | +22.5% | -25.8% | +48.3% | +25.7% |
| 1Y | +52.6% | -31.1% | +83.7% | +65.9% |
| All | +52.6% | -31.2% | +83.8% | +65.9% |
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