-23.2%
LBRT vs VIG
+17.0%
-40.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.4% | +5.7% | +6.1% |
| 7D | -11.9% | +0.4% | -12.3% | -11.5% |
| 30D | -31.9% | +4.3% | -36.2% | -33.3% |
| 3M | -34.9% | +2.0% | -36.9% | -35.3% |
| 6M | -60.7% | +10.2% | -70.9% | -62.9% |
| YTD | -29.2% | +14.8% | -44.0% | -35.5% |
| All | -23.2% | +17.0% | -40.2% | -30.2% |
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