-32.6%
LBTYA vs VOO
+311.2%
-343.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +9.6% | +3.3% | +6.3% | +6.8% |
| 30D | +24.4% | -2.7% | +27.1% | +27.1% |
| 3M | +2.1% | -1.7% | +3.9% | +3.4% |
| 6M | -8.4% | +3.1% | -11.5% | -11.1% |
| YTD | -4.5% | +11.9% | -16.4% | -13.6% |
| 1Y | -2.3% | +12.1% | -14.4% | -11.7% |
| 3Y | +28.8% | +78.6% | -49.7% | -22.7% |
| 5Y | -28.1% | +73.8% | -101.9% | -56.0% |
| All | -32.6% | +311.2% | -343.8% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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