+440.8%
LDOS price history and return analytics
+345.0%
+95.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +2.6% |
| 7D | -3.7% | -4.2% | +0.5% | -1.3% |
| 30D | +16.4% | -5.8% | +22.2% | +20.5% |
| 3M | +7.4% | -5.2% | +12.7% | +10.7% |
| 6M | -0.3% | +0.1% | -0.5% | -1.0% |
| YTD | -24.0% | +8.2% | -32.3% | -28.3% |
| 1Y | -29.6% | +10.1% | -39.7% | -34.2% |
| 3Y | +35.1% | +69.7% | -34.5% | -4.3% |
| 5Y | +52.9% | +53.4% | -0.5% | +13.9% |
| 10Y | +262.2% | +219.2% | +43.0% | +75.5% |
| All | +440.8% | +345.0% | +95.8% | +91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling