+22.1%
LBRT vs VEU
+77.5%
-55.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +0.9% |
| 7D | +8.7% | +1.1% | +7.6% | +7.4% |
| 30D | +6.6% | +2.2% | +4.4% | +4.1% |
| 3M | -34.5% | +3.0% | -37.5% | -36.3% |
| 6M | -24.5% | +10.9% | -35.4% | -33.2% |
| YTD | +12.7% | +18.2% | -5.5% | -9.4% |
| 1Y | +94.8% | +28.3% | +66.6% | +39.7% |
| All | +22.1% | +77.5% | -55.5% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling