+511.3%
LQDA price history and return analytics
+147.1%
+364.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -0.9% |
| 7D | -1.1% | -2.0% | +0.9% | +1.0% |
| 30D | -22.9% | -1.4% | -21.5% | -21.8% |
| 3M | +4.0% | +4.7% | -0.7% | -1.0% |
| 6M | +74.7% | +11.4% | +63.4% | +55.4% |
| YTD | +96.7% | +13.1% | +83.7% | +71.6% |
| 1Y | +148.6% | +19.0% | +129.6% | +105.0% |
| 3Y | +858.3% | +73.9% | +784.4% | +429.8% |
| 5Y | +2,394.5% | +65.4% | +2,329.1% | +1,358.8% |
| All | +511.3% | +147.1% | +364.2% | +162.2% |
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 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