+69.7%
LQD vs VOO
+807.8%
-738.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | 0.0% | -0.4% | +0.3% | 0.0% |
| 30D | -0.2% | -1.4% | +1.2% | -0.1% |
| 3M | -1.7% | +3.7% | -5.4% | -2.0% |
| 6M | -2.7% | +13.0% | -15.7% | -3.8% |
| YTD | -1.4% | +12.4% | -13.9% | -2.5% |
| 1Y | -1.0% | +18.6% | -19.6% | -2.6% |
| 3Y | +15.1% | +78.1% | -63.0% | +9.0% |
| 5Y | -5.2% | +82.3% | -87.4% | -10.7% |
| 10Y | +23.3% | +322.5% | -299.2% | +14.7% |
| All | +69.7% | +807.8% | -738.2% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling