+6.5%
LBRT vs VEU
+45.1%
-38.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.2% |
| 7D | -29.1% | -1.6% | -27.5% | -27.7% |
| 30D | -38.4% | -4.3% | -34.0% | -35.1% |
| 3M | -40.1% | -5.8% | -34.2% | -35.8% |
| 6M | -62.9% | -4.4% | -58.5% | -60.8% |
| YTD | -34.5% | +8.7% | -43.2% | -41.5% |
| 1Y | -30.2% | +12.6% | -42.9% | -40.3% |
| 3Y | -37.5% | +65.2% | -102.7% | -65.1% |
| All | +6.5% | +45.1% | -38.6% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling