-29.5%
LBRT vs VO
+66.5%
-96.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +1.5% |
| 7D | +13.8% | +2.9% | +10.9% | +9.1% |
| 30D | -32.4% | +1.0% | -33.4% | -33.1% |
| 3M | -39.9% | -1.7% | -38.2% | -38.0% |
| 6M | -60.8% | +6.7% | -67.5% | -64.3% |
| YTD | -29.3% | +14.0% | -43.2% | -42.7% |
| 1Y | -18.9% | +13.7% | -32.6% | -33.7% |
| All | -29.5% | +66.5% | -96.1% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling