+501.3%
LQDA price history and return analytics
+149.3%
+352.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.6% |
| 7D | -2.8% | -1.1% | -1.7% | -1.7% |
| 30D | -15.3% | -1.0% | -14.3% | -14.5% |
| 3M | -6.8% | +3.2% | -10.0% | -10.0% |
| 6M | +73.1% | +12.5% | +60.6% | +52.2% |
| YTD | +93.5% | +14.1% | +79.4% | +67.1% |
| 1Y | +147.2% | +18.9% | +128.3% | +104.0% |
| 3Y | +845.3% | +74.1% | +771.2% | +422.1% |
| 5Y | +2,353.7% | +66.9% | +2,286.8% | +1,321.0% |
| All | +501.3% | +149.3% | +352.0% | +155.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling