-21.5%
LBRT vs VLTO
+18.3%
-39.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +0.6% | -11.8% | -11.0% |
| 7D | -25.3% | +13.8% | -39.2% | -22.6% |
| 30D | -32.9% | +21.2% | -54.1% | -29.7% |
| 3M | -33.3% | +21.5% | -54.8% | -30.1% |
| 6M | -61.0% | +33.0% | -93.9% | -59.0% |
| YTD | -28.0% | +17.8% | -45.8% | -19.4% |
| 1Y | -21.5% | +18.1% | -39.6% | -11.9% |
| All | -21.5% | +18.3% | -39.8% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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