+128.3%
LBRT vs VO
+43.2%
+85.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.6% |
| 7D | +6.9% | +0.6% | +6.3% | +6.1% |
| 30D | +7.8% | -1.1% | +8.9% | +9.2% |
| 3M | -25.3% | +4.5% | -29.8% | -29.3% |
| 6M | -19.6% | +11.1% | -30.6% | -29.9% |
| YTD | +17.2% | +13.5% | +3.6% | -0.6% |
| 1Y | +114.1% | +14.5% | +99.6% | +80.6% |
| 3Y | +27.0% | +58.1% | -31.1% | -23.5% |
| 5Y | +128.3% | +43.3% | +85.0% | +62.4% |
| All | +128.3% | +43.2% | +85.1% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling