+769.3%
VST vs LDOS
+43.9%
+725.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.4% |
| 7D | +8.9% | -5.4% | +14.3% | +10.4% |
| 30D | +6.2% | +4.9% | +1.3% | +4.7% |
| 3M | -2.7% | +7.2% | -9.9% | -5.1% |
| 6M | -8.4% | -24.2% | +15.9% | +0.1% |
| YTD | -7.2% | -25.8% | +18.6% | +1.4% |
| 1Y | -20.9% | -24.7% | +3.8% | -14.5% |
| 3Y | +384.0% | +39.3% | +344.7% | +298.8% |
| All | +769.3% | +43.9% | +725.5% | +602.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling