+361.8%
VRT vs LDOS
+32.3%
+329.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.8% | +3.6% |
| 7D | -21.4% | -7.2% | -14.1% | -21.1% |
| 30D | -25.8% | +16.8% | -42.7% | -27.1% |
| 3M | -33.5% | -1.6% | -31.9% | -33.6% |
| 6M | -49.0% | -1.0% | -48.1% | -48.8% |
| YTD | +12.9% | -25.8% | +38.7% | +16.5% |
| 1Y | 0.0% | -31.1% | +31.1% | +6.6% |
| 3Y | +361.8% | +32.8% | +329.0% | +210.1% |
| All | +361.8% | +32.3% | +329.5% | +210.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling