+79.5%
VNQ vs LDOS
+254.4%
-174.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.2% |
| 7D | +1.9% | -7.2% | +9.1% | +4.3% |
| 30D | +7.9% | +16.8% | -8.9% | +2.4% |
| 3M | -1.5% | -1.6% | +0.1% | -1.5% |
| 6M | +0.3% | -1.0% | +1.3% | -0.5% |
| YTD | +11.3% | -25.8% | +37.0% | +20.5% |
| 1Y | +11.8% | -31.1% | +42.9% | +24.4% |
| 3Y | +40.8% | +32.8% | +8.0% | +16.5% |
| 5Y | +5.7% | +49.4% | -43.6% | -18.5% |
| All | +79.5% | +254.4% | -174.9% | +15.4% |
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