-70.4%
LIQT price history and return analytics
+19.6%
-90.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.4% |
| 7D | +24.6% | -1.1% | +25.7% | +25.9% |
| 30D | +16.4% | -1.0% | +17.4% | +17.5% |
| 3M | -22.0% | +3.2% | -25.1% | -25.1% |
| 6M | -51.0% | +12.5% | -63.5% | -53.0% |
| YTD | -51.4% | +14.1% | -65.4% | -54.7% |
| 1Y | -70.4% | +18.9% | -89.3% | -75.2% |
| All | -70.4% | +19.6% | -90.1% | -75.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling