+80.3%
IVV vs LQD
+16.4%
+63.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.2% | +2.2% |
| 7D | +0.1% | +0.9% | -0.8% | -0.6% |
| 30D | -3.3% | +2.2% | -5.5% | -5.0% |
| 3M | -2.4% | -0.9% | -1.5% | -1.7% |
| 6M | +2.6% | -2.2% | +4.8% | +4.4% |
| YTD | +11.3% | -1.6% | +12.9% | +12.8% |
| 1Y | +13.4% | -1.3% | +14.8% | +14.7% |
| 3Y | +80.3% | +17.4% | +62.9% | +64.8% |
| All | +80.3% | +16.4% | +63.9% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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