+8.4%
VNQ vs LDOS
-26.7%
+35.1%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.1% |
| 7D | -0.4% | -7.1% | +6.8% | +0.1% |
| 30D | -2.5% | -6.1% | +3.5% | -2.2% |
| 3M | +1.4% | +5.6% | -4.2% | +0.8% |
| 6M | +4.6% | -26.9% | +31.5% | +6.4% |
| YTD | +10.5% | -27.9% | +38.5% | +12.2% |
| 1Y | +8.4% | -26.8% | +35.2% | +8.7% |
| All | +8.4% | -26.7% | +35.1% | +8.7% |
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