-1.4%
LQD vs VNQ
+11.6%
-13.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.5% |
| 7D | +0.4% | +2.5% | -2.1% | 0.0% |
| 30D | +2.5% | +7.0% | -4.5% | +1.2% |
| 3M | -1.5% | -1.9% | +0.3% | -1.4% |
| 6M | -2.1% | +2.3% | -4.4% | -2.7% |
| YTD | -2.0% | +11.8% | -13.9% | -4.1% |
| 1Y | -1.4% | +11.9% | -13.3% | -3.6% |
| All | -1.4% | +11.6% | -13.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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