+94.8%
LBRT vs VEU
+28.8%
+66.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.2% |
| 7D | +8.7% | +1.1% | +7.6% | +8.1% |
| 30D | +6.6% | +2.2% | +4.4% | +5.4% |
| 3M | -34.5% | +3.0% | -37.5% | -35.4% |
| 6M | -24.5% | +10.9% | -35.4% | -24.9% |
| YTD | +12.7% | +18.2% | -5.5% | +0.3% |
| 1Y | +94.8% | +28.3% | +66.6% | +63.0% |
| All | +94.8% | +28.8% | +66.0% | +63.0% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling