+230.1%
VIK vs LDOS
-0.1%
+230.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.1% | -5.6% | -5.5% |
| 7D | -3.8% | -3.7% | -0.1% | -3.2% |
| 30D | +5.5% | +16.4% | -10.8% | +2.9% |
| 3M | -20.4% | +7.4% | -27.8% | -21.7% |
| 6M | +5.4% | -0.3% | +5.8% | +5.5% |
| YTD | +20.7% | -24.0% | +44.7% | +27.4% |
| 1Y | +50.7% | -29.6% | +80.3% | +62.4% |
| All | +230.1% | -0.1% | +230.2% | +222.2% |
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