-99.4%
LIQT price history and return analytics
+397.0%
-496.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.8% | -0.5% | +16.3% | +16.1% |
| 7D | +13.8% | +1.0% | +12.8% | +13.0% |
| 30D | +3.1% | -0.2% | +3.4% | +3.2% |
| 3M | -25.8% | +4.5% | -30.4% | -27.7% |
| 6M | -53.5% | +14.1% | -67.6% | -56.8% |
| YTD | -54.8% | +14.8% | -69.6% | -58.1% |
| 1Y | -71.3% | +21.2% | -92.5% | -74.2% |
| 3Y | -81.1% | +76.6% | -157.7% | -86.3% |
| 5Y | -98.5% | +66.6% | -165.1% | -98.9% |
| 10Y | -97.5% | +222.3% | -319.8% | -98.6% |
| All | -99.4% | +397.0% | -496.4% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling