+36.3%
LQDI vs VOO
+218.8%
-182.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | -1.0% | +3.3% | -4.2% | -1.4% |
| 30D | +0.4% | -2.7% | +3.1% | +0.7% |
| 3M | -2.0% | -1.7% | -0.3% | -1.8% |
| 6M | -3.8% | +3.1% | -7.0% | -4.3% |
| YTD | -2.2% | +11.9% | -14.2% | -3.8% |
| 1Y | -2.3% | +12.1% | -14.4% | -3.9% |
| 3Y | +15.7% | +78.6% | -62.9% | +6.6% |
| 5Y | -1.2% | +73.8% | -75.0% | -9.5% |
| All | +36.3% | +218.8% | -182.5% | +20.4% |
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 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