+22.1%
LBRT vs VOO
+80.9%
-58.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | +8.7% | +0.1% | +8.6% | +8.5% |
| 30D | +6.6% | +0.1% | +6.5% | +6.5% |
| 3M | -34.5% | +2.0% | -36.5% | -35.9% |
| 6M | -24.5% | +13.0% | -37.5% | -36.5% |
| YTD | +12.7% | +13.6% | -0.9% | -5.8% |
| 1Y | +94.8% | +20.1% | +74.8% | +51.2% |
| All | +22.1% | +80.9% | -58.8% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling