-1.9%
LQD vs VGT
+18.8%
-20.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.7% |
| 7D | +0.4% | -6.5% | +6.9% | +0.9% |
| 30D | +2.6% | -10.6% | +13.2% | +3.4% |
| 3M | -1.7% | -3.7% | +2.0% | -1.5% |
| 6M | -1.9% | +10.4% | -12.3% | -3.0% |
| YTD | -2.2% | +23.1% | -25.2% | -4.4% |
| 1Y | -1.9% | +19.9% | -21.8% | -3.9% |
| All | -1.9% | +18.8% | -20.7% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling