+428.1%
LDOS price history and return analytics
+374.2%
+53.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.4% | +0.4% | -5.9% | -5.7% |
| 30D | +4.9% | +1.0% | +3.9% | +4.2% |
| 3M | +7.2% | +2.4% | +4.8% | +5.4% |
| 6M | -24.2% | +12.0% | -36.3% | -29.7% |
| YTD | -25.8% | +15.3% | -41.1% | -32.5% |
| 1Y | -24.7% | +22.6% | -47.3% | -34.0% |
| 3Y | +39.3% | +74.7% | -35.4% | -2.8% |
| 5Y | +43.3% | +66.1% | -22.8% | +1.8% |
| 10Y | +278.6% | +225.0% | +53.6% | +81.2% |
| All | +428.1% | +374.2% | +53.9% | +80.0% |
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