+146.3%
VXUS vs LDOS
+228.4%
-82.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.5% |
| 7D | +2.3% | -3.5% | +5.8% | +3.1% |
| 30D | -2.2% | +9.5% | -11.8% | -4.4% |
| 3M | -5.4% | -6.3% | +0.9% | -4.3% |
| 6M | -1.2% | +2.8% | -4.1% | -2.8% |
| YTD | +10.4% | -26.6% | +37.0% | +17.3% |
| 1Y | +11.8% | -31.3% | +43.1% | +20.9% |
| 3Y | +68.4% | +30.9% | +37.5% | +47.1% |
| 5Y | +45.9% | +49.4% | -3.5% | +19.7% |
| All | +146.3% | +228.4% | -82.1% | +66.6% |
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