+2.7%
VUG vs LDOS
-30.4%
+33.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.5% | +2.7% |
| 7D | +0.5% | -5.8% | +6.3% | +0.6% |
| 30D | -8.2% | +11.6% | -19.7% | -8.7% |
| 3M | -5.4% | -1.0% | -4.4% | -5.3% |
| 6M | -2.5% | +5.1% | -7.6% | -2.7% |
| YTD | +4.2% | -24.0% | +28.2% | +5.9% |
| All | +2.7% | -30.4% | +33.1% | +7.0% |
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 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