-98.4%
LIQT price history and return analytics
+65.7%
-164.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.0% |
| 7D | +24.6% | -1.1% | +25.7% | +25.4% |
| 30D | +16.4% | -1.0% | +17.4% | +17.1% |
| 3M | -22.0% | +3.2% | -25.1% | -23.6% |
| 6M | -51.0% | +12.5% | -63.5% | -54.2% |
| YTD | -51.4% | +14.1% | -65.4% | -54.9% |
| 1Y | -70.4% | +18.9% | -89.3% | -73.2% |
| 3Y | -79.7% | +74.1% | -153.8% | -84.9% |
| All | -98.4% | +65.7% | -164.1% | -98.7% |
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