+754.3%
VLO vs LDOS
+241.3%
+513.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +4.8% |
| 7D | -0.4% | -1.3% | +0.9% | +0.1% |
| 30D | -16.6% | +10.1% | -26.7% | -20.5% |
| 3M | +12.3% | -4.7% | +16.9% | +13.6% |
| 6M | +47.8% | +5.6% | +42.3% | +41.3% |
| YTD | +126.7% | -25.1% | +151.8% | +151.8% |
| 1Y | +105.4% | -31.7% | +137.0% | +138.9% |
| 3Y | +222.0% | +33.7% | +188.3% | +142.3% |
| 5Y | +449.8% | +54.4% | +395.5% | +262.6% |
| 10Y | +754.3% | +236.4% | +517.9% | +343.4% |
| All | +754.3% | +241.3% | +513.1% | +343.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling