+89.0%
LQDT vs VT
+57.4%
+31.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +0.4% |
| 7D | +0.6% | +0.4% | +0.3% | +0.3% |
| 30D | +4.2% | -2.6% | +6.7% | +6.9% |
| 3M | +6.8% | -3.2% | +10.0% | +10.3% |
| 6M | +24.1% | +0.9% | +23.2% | +22.2% |
| YTD | +48.2% | +11.3% | +36.9% | +31.6% |
| 1Y | +98.1% | +14.0% | +84.1% | +71.5% |
| 3Y | +128.6% | +75.8% | +52.8% | +21.6% |
| 5Y | +89.0% | +57.8% | +31.1% | +23.9% |
| All | +89.0% | +57.4% | +31.6% | +23.9% |
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