+63.9%
VNQ vs LDOS
+258.9%
-195.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.8% |
| 7D | -0.9% | -4.2% | +3.3% | +0.5% |
| 30D | -2.2% | -7.9% | +5.6% | +0.3% |
| 3M | -1.9% | +4.1% | -6.0% | -4.0% |
| 6M | +3.2% | -28.2% | +31.4% | +14.4% |
| YTD | +9.4% | -28.5% | +37.9% | +20.3% |
| 1Y | +7.5% | -27.7% | +35.2% | +17.3% |
| 3Y | +31.1% | +38.4% | -7.3% | +6.7% |
| 5Y | +6.6% | +38.0% | -31.4% | -14.9% |
| 10Y | +63.9% | +262.1% | -198.1% | +4.7% |
| All | +63.9% | +258.9% | -195.0% | +4.7% |
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 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