+147.3%
VXUS vs LDOS
+278.0%
-130.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +1.0% | -5.4% | +6.4% | +2.3% |
| 30D | +2.2% | +4.9% | -2.7% | +0.9% |
| 3M | +3.0% | +7.2% | -4.2% | +0.7% |
| 6M | +10.7% | -24.2% | +34.9% | +17.7% |
| YTD | +17.8% | -25.8% | +43.6% | +25.2% |
| 1Y | +27.6% | -24.7% | +52.3% | +34.8% |
| 3Y | +73.3% | +39.3% | +34.0% | +49.2% |
| 5Y | +54.3% | +43.3% | +11.0% | +29.2% |
| All | +147.3% | +278.0% | -130.7% | +62.0% |
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 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