+703.6%
VTI vs LDOS
+494.7%
+208.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +0.1% | -5.4% | +5.5% | +2.0% |
| 30D | 0.0% | +4.9% | -4.9% | -1.9% |
| 3M | +2.0% | +7.2% | -5.2% | -1.3% |
| 6M | +13.0% | -24.2% | +37.2% | +23.1% |
| YTD | +13.9% | -25.8% | +39.7% | +24.0% |
| 1Y | +20.0% | -24.7% | +44.7% | +29.5% |
| 3Y | +75.8% | +39.3% | +36.5% | +46.5% |
| 5Y | +73.8% | +43.3% | +30.5% | +40.5% |
| 10Y | +297.5% | +278.6% | +18.9% | +115.5% |
| All | +703.6% | +494.7% | +208.9% | +236.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling