-21.5%
LBRT vs VIG
+19.5%
-41.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +2.1% | -13.3% | -11.9% |
| 7D | -25.3% | +2.7% | -28.1% | -26.2% |
| 30D | -32.9% | +7.0% | -39.9% | -35.5% |
| 3M | -33.3% | +4.0% | -37.3% | -34.8% |
| 6M | -61.0% | +12.3% | -73.2% | -63.6% |
| YTD | -28.0% | +16.4% | -44.4% | -35.0% |
| 1Y | -21.5% | +19.2% | -40.7% | -30.3% |
| All | -21.5% | +19.5% | -41.0% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling