+501.3%
LQDA vs VOO
+206.4%
+294.8%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.5% |
| 7D | -2.8% | -0.8% | -2.0% | -2.1% |
| 30D | -15.3% | -1.1% | -14.2% | -14.5% |
| 3M | -6.8% | +3.9% | -10.7% | -10.4% |
| 6M | +73.1% | +13.6% | +59.4% | +52.7% |
| YTD | +93.5% | +12.7% | +80.8% | +71.7% |
| 1Y | +147.2% | +17.6% | +129.6% | +110.5% |
| 3Y | +845.3% | +77.3% | +768.0% | +443.1% |
| 5Y | +2,353.7% | +84.1% | +2,269.5% | +1,254.9% |
| All | +501.3% | +206.4% | +294.8% | +133.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling