+78.8%
VZ vs LDOS
+39.7%
+39.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | +0.1% | -5.4% | +5.5% | +0.3% |
| 30D | +7.9% | +4.9% | +3.0% | +7.7% |
| 3M | +13.6% | +7.2% | +6.5% | +13.0% |
| 6M | +1.1% | -24.2% | +25.3% | +0.9% |
| YTD | +29.3% | -25.8% | +55.1% | +28.8% |
| 1Y | +21.2% | -24.7% | +46.0% | +20.5% |
| All | +78.8% | +39.7% | +39.0% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling