+82.6%
VOO vs LQD
-5.9%
+88.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.1% |
| 7D | -2.0% | -1.1% | -0.9% | -1.2% |
| 30D | -1.7% | -1.1% | -0.5% | -0.8% |
| 3M | +4.7% | -2.3% | +7.1% | +6.6% |
| 6M | +12.6% | -2.9% | +15.4% | +15.1% |
| YTD | +11.8% | -2.3% | +14.1% | +13.8% |
| 1Y | +17.5% | -2.2% | +19.7% | +19.5% |
| 3Y | +77.0% | +14.0% | +63.0% | +61.1% |
| 5Y | +82.6% | -5.8% | +88.3% | +75.9% |
| All | +82.6% | -5.9% | +88.5% | +75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling