-30.2%
LBRT vs VLTO
+18.3%
-48.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.5% |
| 7D | -29.1% | +5.4% | -34.5% | -27.8% |
| 30D | -38.4% | +22.3% | -60.7% | -35.4% |
| 3M | -40.1% | +19.6% | -59.7% | -37.2% |
| 6M | -62.9% | +35.2% | -98.0% | -61.3% |
| YTD | -34.5% | +17.9% | -52.4% | -26.7% |
| 1Y | -30.2% | +19.5% | -49.7% | -22.1% |
| All | -30.2% | +18.3% | -48.5% | -22.1% |
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