+101.0%
VLO vs LDOS
-31.2%
+132.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.2% |
| 7D | -13.3% | -7.2% | -6.1% | -13.0% |
| 30D | -18.3% | +16.8% | -35.2% | -19.5% |
| 3M | +14.3% | -1.6% | +15.9% | +14.3% |
| 6M | +47.6% | -1.0% | +48.6% | +51.0% |
| YTD | +116.0% | -25.8% | +141.7% | +123.9% |
| 1Y | +101.0% | -31.1% | +132.1% | +114.3% |
| All | +101.0% | -31.2% | +132.2% | +114.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling