+2,394.5%
LQDA vs VOO
+80.3%
+2,314.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -1.1% | -2.0% | +0.8% | +0.9% |
| 30D | -22.9% | -1.7% | -21.3% | -21.7% |
| 3M | +4.0% | +4.7% | -0.8% | -0.9% |
| 6M | +74.7% | +12.6% | +62.2% | +54.9% |
| YTD | +96.7% | +11.8% | +85.0% | +75.2% |
| 1Y | +148.6% | +17.5% | +131.1% | +110.3% |
| 3Y | +858.3% | +77.0% | +781.3% | +445.0% |
| 5Y | +2,394.5% | +82.6% | +2,311.9% | +1,296.3% |
| All | +2,394.5% | +80.3% | +2,314.2% | +1,296.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling