+483.0%
VTV vs LDOS
+494.7%
-11.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.4% |
| 7D | +0.5% | -5.4% | +5.9% | +2.4% |
| 30D | +1.1% | +4.9% | -3.8% | -0.8% |
| 3M | +5.9% | +7.2% | -1.3% | +2.5% |
| 6M | +11.6% | -24.2% | +35.9% | +21.5% |
| YTD | +19.8% | -25.8% | +45.6% | +30.2% |
| 1Y | +26.2% | -24.7% | +50.9% | +36.1% |
| 3Y | +68.5% | +39.3% | +29.2% | +40.5% |
| 5Y | +79.9% | +43.3% | +36.6% | +45.5% |
| 10Y | +229.7% | +278.6% | -48.9% | +80.3% |
| All | +483.0% | +494.7% | -11.7% | +146.7% |
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