+105.4%
VLO vs LDOS
-31.1%
+136.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +3.8% |
| 7D | -0.4% | -1.3% | +0.9% | -0.4% |
| 30D | -16.6% | +10.1% | -26.7% | -17.3% |
| 3M | +12.3% | -4.7% | +16.9% | +12.5% |
| 6M | +47.8% | +5.6% | +42.3% | +49.6% |
| YTD | +126.7% | -25.1% | +151.8% | +134.7% |
| 1Y | +105.4% | -31.7% | +137.0% | +119.8% |
| All | +105.4% | -31.1% | +136.4% | +119.8% |
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