-13.2%
LBRT vs VLTO
+21.9%
-35.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +1.3% |
| 7D | +9.2% | +1.0% | +8.2% | +9.5% |
| 30D | -27.5% | +17.5% | -45.0% | -24.3% |
| 3M | -37.9% | +21.4% | -59.3% | -34.8% |
| 6M | -60.7% | +38.1% | -98.8% | -59.1% |
| YTD | -28.5% | +19.0% | -47.5% | -19.5% |
| 1Y | -13.2% | +20.7% | -33.9% | -2.5% |
| All | -13.2% | +21.9% | -35.1% | -2.5% |
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