-98.4%
LIQT vs VOO
+82.8%
-181.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.9% |
| 7D | +24.6% | -0.8% | +25.3% | +25.0% |
| 30D | +16.4% | -1.1% | +17.5% | +17.0% |
| 3M | -22.0% | +3.9% | -25.9% | -23.7% |
| 6M | -51.0% | +13.6% | -64.7% | -54.0% |
| YTD | -51.4% | +12.7% | -64.1% | -54.1% |
| 1Y | -70.4% | +17.6% | -88.0% | -72.6% |
| 3Y | -79.7% | +77.3% | -157.0% | -84.1% |
| All | -98.4% | +82.8% | -181.2% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling