+115.7%
VLO vs LDOS
-32.8%
+148.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.1% | +5.2% | +3.2% |
| 7D | +6.8% | -3.5% | +10.2% | +6.9% |
| 30D | -17.9% | +9.5% | -27.4% | -18.5% |
| 3M | +13.5% | -6.3% | +19.8% | +13.8% |
| 6M | +53.0% | +2.8% | +50.2% | +55.2% |
| YTD | +133.7% | -26.6% | +160.4% | +141.4% |
| 1Y | +115.7% | -31.3% | +147.0% | +126.7% |
| All | +115.7% | -32.8% | +148.5% | +126.7% |
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 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