+43.0%
LBRT vs VEU
+94.8%
-51.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +4.2% |
| 7D | +10.2% | +0.3% | +9.9% | +9.6% |
| 30D | +4.9% | +0.7% | +4.2% | +3.7% |
| 3M | -21.2% | +4.7% | -25.9% | -26.5% |
| 6M | -19.9% | +11.6% | -31.6% | -34.0% |
| YTD | +20.8% | +16.8% | +4.0% | -7.4% |
| 1Y | +123.5% | +24.9% | +98.7% | +55.2% |
| 3Y | +30.9% | +75.7% | -44.8% | -46.2% |
| 5Y | +136.3% | +56.1% | +80.2% | +18.5% |
| All | +43.0% | +94.8% | -51.8% | -47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling