+5.2%
VUG vs LDOS
-27.6%
+32.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.5% |
| 7D | -3.0% | -2.8% | -0.2% | -3.0% |
| 30D | -6.4% | +13.6% | -20.0% | -7.0% |
| 3M | -3.2% | +4.2% | -7.4% | -3.3% |
| 6M | +3.1% | -8.2% | +11.3% | +3.9% |
| YTD | +6.3% | -24.1% | +30.4% | +8.1% |
| 1Y | +5.2% | -31.2% | +36.4% | +10.4% |
| All | +5.2% | -27.6% | +32.8% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling