+2,424.3%
LQDA vs VT
+66.2%
+2,358.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | +1.4% | +0.4% | +1.0% | +0.9% |
| 30D | -23.0% | +1.0% | -23.9% | -23.9% |
| 3M | +9.8% | +2.4% | +7.4% | +6.9% |
| 6M | +99.7% | +12.0% | +87.7% | +75.4% |
| YTD | +99.1% | +15.3% | +83.7% | +68.7% |
| 1Y | +138.1% | +22.6% | +115.5% | +87.9% |
| 3Y | +880.9% | +74.7% | +806.2% | +427.7% |
| All | +2,424.3% | +66.2% | +2,358.1% | +1,363.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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