+63.4%
VSH vs LDOS
-27.6%
+91.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.7% | -5.8% | -4.9% |
| 7D | -13.6% | -2.8% | -10.8% | -14.2% |
| 30D | -30.4% | +13.6% | -43.9% | -28.3% |
| 3M | -33.3% | +4.2% | -37.5% | -32.0% |
| 6M | -15.1% | -8.2% | -6.9% | -9.2% |
| YTD | +80.2% | -24.1% | +104.3% | +86.7% |
| 1Y | +63.4% | -31.2% | +94.6% | +88.9% |
| All | +63.4% | -27.6% | +91.0% | +88.9% |
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