-79.6%
LIQT price history and return analytics
+74.2%
-153.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.6% |
| 7D | +25.2% | -1.1% | +26.4% | +26.2% |
| 30D | +17.0% | -1.0% | +18.0% | +17.9% |
| 3M | -21.5% | +3.2% | -24.7% | -23.6% |
| 6M | -50.8% | +12.5% | -63.2% | -54.1% |
| YTD | -51.1% | +14.1% | -65.2% | -54.8% |
| 1Y | -70.3% | +18.9% | -89.2% | -73.3% |
| 3Y | -79.6% | +74.1% | -153.7% | -82.2% |
| All | -79.6% | +74.2% | -153.8% | -82.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling