+58.3%
LBTYK vs VOO
+798.5%
-740.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -1.9% |
| 7D | +21.8% | +0.1% | +21.7% | +21.5% |
| 30D | +14.2% | -3.3% | +17.5% | +17.4% |
| 3M | -5.0% | -2.4% | -2.6% | -3.2% |
| 6M | -17.7% | +2.6% | -20.3% | -20.1% |
| YTD | -11.9% | +11.3% | -23.1% | -20.5% |
| 1Y | -10.3% | +13.4% | -23.8% | -20.5% |
| 3Y | +10.2% | +80.3% | -70.1% | -37.0% |
| 5Y | -34.7% | +72.7% | -107.4% | -61.2% |
| 10Y | -42.1% | +310.0% | -352.2% | -85.7% |
| All | +58.3% | +798.5% | -740.2% | -81.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling