+237.4%
VIK vs LDOS
+0.9%
+236.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.9% |
| 7D | +2.6% | +1.9% | +0.7% | +2.3% |
| 30D | +7.9% | +12.8% | -4.9% | +5.8% |
| 3M | -15.2% | -1.0% | -14.1% | -15.2% |
| 6M | +6.5% | +6.2% | +0.3% | +5.3% |
| YTD | +23.3% | -23.2% | +46.5% | +30.0% |
| 1Y | +47.7% | -29.5% | +77.2% | +59.3% |
| All | +237.4% | +0.9% | +236.5% | +228.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling