-35.5%
LBTYK vs VOO
+315.3%
-350.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -0.6% | -0.4% | -0.2% | -0.3% |
| 30D | +3.7% | -1.4% | +5.1% | +4.8% |
| 3M | -8.4% | +3.7% | -12.1% | -11.3% |
| 6M | -15.8% | +13.0% | -28.8% | -24.2% |
| YTD | -6.2% | +12.4% | -18.6% | -15.2% |
| 1Y | -11.7% | +18.6% | -30.3% | -23.6% |
| 3Y | +4.3% | +78.1% | -73.8% | -37.0% |
| 5Y | -31.7% | +82.3% | -114.0% | -59.7% |
| 10Y | -35.5% | +322.5% | -358.0% | -84.1% |
| All | -35.5% | +315.3% | -350.8% | -84.1% |
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