-98.5%
LIQT vs VT
+66.2%
-164.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.8% | -0.5% | +16.3% | +16.1% |
| 7D | +13.8% | +1.0% | +12.8% | +12.9% |
| 30D | +3.1% | -0.2% | +3.4% | +3.2% |
| 3M | -25.8% | +4.5% | -30.4% | -28.0% |
| 6M | -53.5% | +14.1% | -67.6% | -56.9% |
| YTD | -54.8% | +14.8% | -69.6% | -58.2% |
| 1Y | -71.3% | +21.2% | -92.5% | -74.3% |
| 3Y | -81.1% | +76.6% | -157.7% | -86.1% |
| 5Y | -98.5% | +66.6% | -165.1% | -98.8% |
| All | -98.5% | +66.2% | -164.7% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling