+134.6%
VTR vs LDOS
+39.7%
+94.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.0% |
| 7D | -1.7% | -5.4% | +3.7% | -1.2% |
| 30D | -2.4% | +4.9% | -7.3% | -3.0% |
| 3M | +14.8% | +7.2% | +7.6% | +13.7% |
| 6M | +5.3% | -24.2% | +29.6% | +7.7% |
| YTD | +18.1% | -25.8% | +43.9% | +20.5% |
| 1Y | +36.7% | -24.7% | +61.4% | +38.9% |
| All | +134.6% | +39.7% | +94.9% | +96.0% |
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 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