+667.9%
VTI vs LDOS
+495.0%
+172.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.2% |
| 7D | -2.6% | -7.2% | +4.6% | -0.2% |
| 30D | -5.0% | +16.8% | -21.9% | -10.2% |
| 3M | -4.3% | -1.6% | -2.7% | -4.3% |
| 6M | +0.6% | -1.0% | +1.5% | -0.5% |
| YTD | +8.9% | -25.8% | +34.6% | +17.9% |
| 1Y | +11.1% | -31.1% | +42.2% | +23.6% |
| 3Y | +74.5% | +32.8% | +41.7% | +47.7% |
| 5Y | +60.1% | +49.4% | +10.7% | +26.9% |
| 10Y | +297.4% | +253.9% | +43.5% | +120.3% |
| All | +667.9% | +495.0% | +172.9% | +219.5% |
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