-21.5%
LBRT vs VEU
+17.0%
-38.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +2.0% | -13.2% | -12.2% |
| 7D | -25.3% | +0.2% | -25.5% | -25.4% |
| 30D | -32.9% | -2.1% | -30.8% | -32.1% |
| 3M | -33.3% | -2.7% | -30.6% | -32.3% |
| 6M | -61.0% | +3.2% | -64.2% | -60.5% |
| YTD | -28.0% | +12.6% | -40.6% | -33.5% |
| 1Y | -21.5% | +17.1% | -38.6% | -30.7% |
| All | -21.5% | +17.0% | -38.5% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling