-1.4%
LQD vs VO
+12.3%
-13.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.6% | +0.9% |
| 7D | +0.4% | -3.3% | +3.8% | +1.1% |
| 30D | +2.5% | -1.8% | +4.3% | +2.8% |
| 3M | -1.5% | -3.4% | +1.8% | -0.9% |
| 6M | -2.1% | +3.0% | -5.1% | -2.9% |
| YTD | -2.0% | +10.7% | -12.8% | -4.2% |
| 1Y | -1.4% | +11.8% | -13.2% | -3.7% |
| All | -1.4% | +12.3% | -13.7% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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