+228.1%
VTV vs LDOS
+228.4%
-0.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | +0.2% |
| 7D | +2.3% | -3.5% | +5.8% | +3.4% |
| 30D | +3.8% | +9.5% | -5.7% | +0.7% |
| 3M | +1.7% | -6.3% | +8.0% | +3.3% |
| 6M | +10.9% | +2.8% | +8.1% | +8.6% |
| YTD | +21.7% | -26.6% | +48.4% | +32.1% |
| 1Y | +23.4% | -31.3% | +54.7% | +36.9% |
| 3Y | +78.0% | +30.9% | +47.1% | +49.5% |
| 5Y | +77.4% | +49.4% | +28.0% | +38.1% |
| All | +228.1% | +228.4% | -0.3% | +103.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling