+426.2%
VLO vs LDOS
+52.0%
+374.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | -8.7% | -3.7% | -5.0% | -8.1% |
| 30D | -16.2% | +16.4% | -32.6% | -18.8% |
| 3M | +16.2% | +7.4% | +8.7% | +14.1% |
| 6M | +39.8% | -0.3% | +40.1% | +39.8% |
| YTD | +119.0% | -24.0% | +143.0% | +131.7% |
| 1Y | +110.8% | -29.6% | +140.4% | +127.3% |
| 3Y | +201.7% | +35.1% | +166.6% | +157.3% |
| 5Y | +426.2% | +52.9% | +373.3% | +331.3% |
| All | +426.2% | +52.0% | +374.2% | +331.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling