+37.3%
LQDI price history and return analytics
+148.5%
-111.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.1% |
| 7D | -0.6% | -0.7% | +0.1% | -0.5% |
| 30D | +0.9% | -1.7% | +2.6% | +1.1% |
| 3M | -1.2% | -2.3% | +1.1% | -0.9% |
| 6M | -3.2% | +1.5% | -4.8% | -3.5% |
| YTD | -1.5% | +12.0% | -13.5% | -3.4% |
| 1Y | -2.0% | +12.9% | -14.9% | -4.0% |
| 3Y | +16.6% | +74.9% | -58.4% | +6.4% |
| 5Y | -0.7% | +59.9% | -60.6% | -9.1% |
| All | +37.3% | +148.5% | -111.2% | +17.8% |
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