+159.8%
VXUS vs LDOS
+561.4%
-401.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -3.4% | -3.7% | +0.3% | -2.5% |
| 30D | -5.8% | +16.4% | -22.2% | -9.7% |
| 3M | -6.4% | +7.4% | -13.8% | -8.7% |
| 6M | -2.5% | -0.3% | -2.2% | -3.4% |
| YTD | +7.9% | -24.0% | +31.9% | +14.2% |
| 1Y | +11.5% | -29.6% | +41.1% | +20.5% |
| 3Y | +63.4% | +35.1% | +28.3% | +41.8% |
| 5Y | +42.9% | +52.9% | -10.0% | +16.9% |
| 10Y | +138.9% | +262.2% | -123.4% | +44.1% |
| All | +159.8% | +561.4% | -401.5% | +13.1% |
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