+70.4%
LQDT vs VT
+65.7%
+4.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +5.1% | -0.1% | +5.2% | +5.2% |
| 30D | +1.1% | -0.7% | +1.8% | +1.9% |
| 3M | +9.6% | +4.0% | +5.6% | +5.0% |
| 6M | +27.0% | +12.3% | +14.8% | +12.1% |
| YTD | +36.5% | +14.0% | +22.5% | +18.2% |
| 1Y | +57.1% | +20.3% | +36.8% | +28.5% |
| 3Y | +146.2% | +75.4% | +70.7% | +30.7% |
| 5Y | +70.4% | +66.0% | +4.5% | +4.0% |
| All | +70.4% | +65.7% | +4.7% | +4.0% |
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