-16.2%
LBRT vs VOO
+214.6%
-230.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.8% | +4.8% |
| 7D | -11.9% | +0.1% | -12.0% | -11.6% |
| 30D | -31.9% | -3.3% | -28.6% | -28.1% |
| 3M | -34.9% | -2.4% | -32.5% | -32.1% |
| 6M | -60.7% | +2.6% | -63.3% | -61.6% |
| YTD | -29.2% | +11.3% | -40.5% | -38.8% |
| 1Y | -23.6% | +13.4% | -37.1% | -35.5% |
| 3Y | -26.8% | +80.3% | -107.1% | -66.4% |
| 5Y | +16.3% | +72.7% | -56.4% | -43.5% |
| All | -16.2% | +214.6% | -230.8% | -81.0% |
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