-36.3%
LBTYA vs VOO
+314.0%
-350.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | +1.6% | +0.5% | +1.1% | +1.2% |
| 30D | +1.5% | -0.9% | +2.5% | +2.3% |
| 3M | -9.3% | +3.9% | -13.2% | -12.4% |
| 6M | -14.6% | +14.5% | -29.1% | -24.1% |
| YTD | -3.9% | +13.0% | -16.8% | -13.6% |
| 1Y | -8.5% | +19.4% | -28.0% | -21.6% |
| 3Y | +17.9% | +78.9% | -61.0% | -29.5% |
| 5Y | -29.6% | +82.3% | -111.8% | -58.7% |
| 10Y | -36.3% | +314.2% | -350.5% | -84.3% |
| All | -36.3% | +314.0% | -350.3% | -84.3% |
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