+883.9%
VLO vs LDOS
+278.0%
+605.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +5.2% | -5.4% | +10.6% | +7.8% |
| 30D | +22.6% | +4.9% | +17.7% | +19.6% |
| 3M | +43.8% | +7.2% | +36.6% | +37.7% |
| 6M | +65.7% | -24.2% | +90.0% | +86.4% |
| YTD | +131.1% | -25.8% | +156.9% | +159.7% |
| 1Y | +143.6% | -24.7% | +168.3% | +170.3% |
| 3Y | +201.4% | +39.3% | +162.1% | +122.9% |
| 5Y | +568.9% | +43.3% | +525.6% | +368.8% |
| All | +883.9% | +278.0% | +605.9% | +395.7% |
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