+109.8%
LBRT vs VIG
+63.1%
+46.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +2.1% |
| 7D | +8.7% | -0.4% | +9.2% | +9.3% |
| 30D | +6.6% | -1.0% | +7.6% | +7.9% |
| 3M | -34.5% | +2.8% | -37.2% | -37.0% |
| 6M | -24.5% | +8.2% | -32.7% | -32.8% |
| YTD | +12.7% | +11.0% | +1.7% | -3.2% |
| 1Y | +94.8% | +16.1% | +78.7% | +57.8% |
| 3Y | +31.9% | +56.2% | -24.3% | -24.5% |
| All | +109.8% | +63.1% | +46.7% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling