+22.2%
LQD vs VO
+200.3%
-178.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -1.1% | -1.5% | +0.4% | -0.9% |
| 30D | -1.3% | -3.0% | +1.8% | -0.8% |
| 3M | -3.2% | +2.8% | -6.0% | -3.6% |
| 6M | -2.1% | +10.9% | -13.1% | -3.7% |
| YTD | -2.4% | +12.5% | -14.8% | -4.1% |
| 1Y | -2.7% | +12.0% | -14.6% | -4.4% |
| 3Y | +14.2% | +56.3% | -42.1% | +6.3% |
| 5Y | -5.8% | +42.9% | -48.8% | -11.9% |
| All | +22.2% | +200.3% | -178.1% | +7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling