+228.8%
VIK vs LDOS
-2.5%
+231.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.2% |
| 7D | -3.0% | -5.4% | +2.4% | -2.2% |
| 30D | -20.7% | +4.9% | -25.6% | -21.6% |
| 3M | -4.6% | +7.2% | -11.8% | -6.1% |
| 6M | +14.0% | -24.2% | +38.2% | +21.0% |
| YTD | +20.2% | -25.8% | +46.0% | +27.4% |
| 1Y | +36.0% | -24.7% | +60.7% | +43.3% |
| All | +228.8% | -2.5% | +231.2% | +222.4% |
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