+73.9%
VT vs LDOS
+34.3%
+39.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.5% | +6.6% | +0.7% |
| 7D | -1.6% | -3.5% | +1.9% | -1.3% |
| 30D | -2.5% | +14.4% | -16.9% | -3.9% |
| 3M | -1.3% | +13.8% | -15.1% | -2.9% |
| 6M | +3.1% | -9.1% | +12.2% | +4.3% |
| YTD | +10.9% | -24.6% | +35.6% | +14.7% |
| 1Y | +12.1% | -29.4% | +41.5% | +17.0% |
| All | +73.9% | +34.3% | +39.6% | +60.8% |
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