+183.8%
VXUS vs LDOS
+545.9%
-362.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +1.0% | -5.4% | +6.4% | +2.5% |
| 30D | +2.2% | +4.9% | -2.7% | +0.7% |
| 3M | +3.0% | +7.2% | -4.2% | +0.4% |
| 6M | +10.7% | -24.2% | +34.9% | +18.3% |
| YTD | +17.8% | -25.8% | +43.6% | +25.9% |
| 1Y | +27.6% | -24.7% | +52.3% | +35.4% |
| 3Y | +73.3% | +39.3% | +34.0% | +49.1% |
| 5Y | +54.3% | +43.3% | +11.0% | +29.0% |
| 10Y | +149.8% | +278.6% | -128.7% | +48.7% |
| All | +183.8% | +545.9% | -362.0% | +24.7% |
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