-28.0%
LBRT vs VLTO
+54.1%
-82.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.4% | -13.3% | -13.6% |
| 7D | -34.8% | +12.0% | -46.8% | -36.2% |
| 30D | -43.6% | +20.8% | -64.4% | -45.8% |
| 3M | -41.2% | +20.1% | -61.4% | -43.6% |
| 6M | -66.1% | +32.6% | -98.7% | -68.6% |
| YTD | -37.9% | +17.3% | -55.2% | -39.6% |
| 1Y | -33.9% | +17.3% | -51.2% | -35.8% |
| 3Y | -40.9% | +66.9% | -107.8% | -43.7% |
| All | -28.0% | +54.1% | -82.1% | -32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling