+129.2%
LBRT vs VEU
+57.4%
+71.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.4% |
| 7D | +6.9% | +1.7% | +5.3% | +5.0% |
| 30D | +7.8% | +1.0% | +6.8% | +6.6% |
| 3M | -25.3% | +5.6% | -30.9% | -29.7% |
| 6M | -19.6% | +13.7% | -33.2% | -31.6% |
| YTD | +17.2% | +17.7% | -0.6% | -4.8% |
| 1Y | +114.1% | +25.8% | +88.3% | +60.7% |
| 3Y | +27.0% | +77.1% | -50.1% | -35.5% |
| All | +129.2% | +57.4% | +71.8% | +44.5% |
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