+99.3%
VSH vs LDOS
-32.8%
+132.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.1% | -2.6% | -5.2% |
| 7D | +26.2% | -3.5% | +29.7% | +24.9% |
| 30D | -12.5% | +9.5% | -22.0% | -10.9% |
| 3M | -16.9% | -6.3% | -10.6% | -16.7% |
| 6M | -17.0% | +2.8% | -19.8% | -12.3% |
| YTD | +93.8% | -26.6% | +120.5% | +97.9% |
| 1Y | +99.3% | -31.3% | +130.6% | +119.2% |
| All | +99.3% | -32.8% | +132.2% | +119.2% |
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