+240.5%
VIK vs LDOS
-3.6%
+244.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.0% |
| 7D | +3.2% | -3.5% | +6.6% | +3.7% |
| 30D | +8.2% | +9.5% | -1.4% | +6.5% |
| 3M | -14.7% | -6.3% | -8.4% | -14.0% |
| 6M | +10.3% | +2.8% | +7.5% | +9.4% |
| YTD | +24.5% | -26.6% | +51.1% | +32.1% |
| 1Y | +45.7% | -31.3% | +77.0% | +57.5% |
| All | +240.5% | -3.6% | +244.1% | +234.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling