+39.4%
LQDI price history and return analytics
+152.9%
-113.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +0.3% | -0.7% | +1.0% | +0.4% |
| 3M | -1.3% | +4.0% | -5.3% | -1.9% |
| 6M | -0.8% | +12.3% | -13.1% | -2.7% |
| YTD | 0.0% | +14.0% | -14.1% | -2.2% |
| 1Y | -0.3% | +20.3% | -20.6% | -3.2% |
| 3Y | +16.3% | +75.4% | -59.1% | +6.1% |
| 5Y | +3.2% | +66.0% | -62.8% | -6.0% |
| All | +39.4% | +152.9% | -113.5% | +19.2% |
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 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