+38.5%
LQDI vs VOO
+218.3%
-179.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -0.7% | -2.0% | +1.3% | -0.4% |
| 30D | -0.4% | -1.7% | +1.3% | -0.1% |
| 3M | -1.8% | +4.7% | -6.5% | -2.4% |
| 6M | -1.0% | +12.6% | -13.6% | -2.7% |
| YTD | -0.7% | +11.8% | -12.4% | -2.2% |
| 1Y | -0.9% | +17.5% | -18.4% | -3.2% |
| 3Y | +15.6% | +77.0% | -61.4% | +6.6% |
| 5Y | +2.7% | +82.6% | -79.8% | -6.3% |
| All | +38.5% | +218.3% | -179.8% | +22.4% |
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