+275.4%
LDOS price history and return analytics
+224.5%
+50.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.4% | +0.4% | -5.9% | -5.8% |
| 30D | +4.9% | +1.0% | +3.9% | +4.1% |
| 3M | +7.2% | +2.4% | +4.8% | +5.0% |
| 6M | -24.2% | +12.0% | -36.3% | -31.0% |
| YTD | -25.8% | +15.3% | -41.1% | -34.0% |
| 1Y | -24.7% | +22.6% | -47.3% | -36.1% |
| 3Y | +39.3% | +74.7% | -35.4% | -11.9% |
| 5Y | +43.3% | +66.1% | -22.8% | -6.8% |
| All | +275.4% | +224.5% | +50.9% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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