+619.5%
VRT vs LDOS
+39.7%
+579.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.8% | +4.3% |
| 7D | +9.1% | -5.4% | +14.5% | +9.9% |
| 30D | +0.9% | +4.9% | -4.0% | +0.1% |
| 3M | -13.4% | +7.2% | -20.6% | -14.0% |
| 6M | +11.7% | -24.2% | +35.9% | +18.1% |
| YTD | +73.2% | -25.8% | +99.0% | +79.6% |
| 1Y | +123.4% | -24.7% | +148.1% | +129.2% |
| All | +619.5% | +39.7% | +579.8% | +459.6% |
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