+38.7%
LBRT vs VOO
+219.3%
-180.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.7% |
| 7D | +6.9% | +0.5% | +6.4% | +6.1% |
| 30D | +7.8% | -0.9% | +8.7% | +9.2% |
| 3M | -25.3% | +3.9% | -29.2% | -29.0% |
| 6M | -19.6% | +14.5% | -34.1% | -33.8% |
| YTD | +17.2% | +13.0% | +4.2% | -1.5% |
| 1Y | +114.1% | +19.4% | +94.7% | +67.9% |
| 3Y | +27.0% | +78.9% | -51.9% | -41.6% |
| 5Y | +128.3% | +82.3% | +46.0% | +1.7% |
| All | +38.7% | +219.3% | -180.6% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling