+69.6%
LBTYK vs VOO
+817.1%
-747.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | -7.2% | +2.0% | -9.2% | -9.2% |
| 6M | -16.4% | +13.0% | -29.4% | -25.4% |
| YTD | -5.5% | +13.6% | -19.1% | -16.1% |
| 1Y | -14.1% | +20.1% | -34.2% | -27.4% |
| 3Y | +3.6% | +77.6% | -73.9% | -39.7% |
| 5Y | -30.9% | +82.4% | -113.4% | -61.0% |
| 10Y | -37.7% | +316.8% | -354.5% | -84.7% |
| All | +69.6% | +817.1% | -747.4% | -80.7% |
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