-37.3%
LBTYK price history and return analytics
+221.4%
-258.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +0.9% | +1.0% | -0.1% | 0.0% |
| 30D | +2.0% | -0.2% | +2.2% | +2.1% |
| 3M | -8.2% | +4.5% | -12.7% | -12.1% |
| 6M | -15.5% | +14.1% | -29.6% | -25.5% |
| YTD | -5.4% | +14.8% | -20.2% | -17.2% |
| 1Y | -12.0% | +21.2% | -33.2% | -26.7% |
| 3Y | +5.1% | +76.6% | -71.5% | -39.0% |
| 5Y | -31.9% | +66.6% | -98.5% | -58.2% |
| 10Y | -37.3% | +222.3% | -259.5% | -81.1% |
| All | -37.3% | +221.4% | -258.7% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling