-42.1%
LBTYK price history and return analytics
+223.7%
-265.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -2.2% |
| 7D | +21.8% | +0.4% | +21.4% | +21.2% |
| 30D | +14.2% | -2.6% | +16.8% | +16.6% |
| 3M | -5.0% | -3.2% | -1.7% | -2.4% |
| 6M | -17.7% | +0.9% | -18.6% | -19.0% |
| YTD | -11.9% | +11.3% | -23.2% | -20.8% |
| 1Y | -10.3% | +14.0% | -24.3% | -21.1% |
| 3Y | +10.2% | +75.8% | -65.7% | -35.8% |
| 5Y | -34.7% | +57.8% | -92.5% | -57.9% |
| 10Y | -42.1% | +219.8% | -261.9% | -82.4% |
| All | -42.1% | +223.7% | -265.8% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling