+3,297.7%
V vs LQD
+104.0%
+3,193.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | -0.4% | -1.5% | +1.2% | +0.3% |
| 30D | +6.3% | +0.9% | +5.4% | +5.9% |
| 3M | +17.2% | -1.7% | +18.8% | +18.0% |
| 6M | +29.2% | -2.8% | +32.0% | +30.8% |
| YTD | +20.8% | -2.8% | +23.5% | +22.2% |
| 1Y | +25.0% | -2.8% | +27.8% | +26.5% |
| 3Y | +75.3% | +15.5% | +59.8% | +64.9% |
| 5Y | +105.8% | -4.9% | +110.8% | +107.7% |
| 10Y | +451.9% | +24.9% | +427.0% | +416.8% |
| All | +3,297.7% | +104.0% | +3,193.7% | +2,348.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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