+38.7%
LBRT vs VRSN
+155.8%
-117.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.4% | +7.3% | +5.1% |
| 7D | +6.9% | -2.1% | +9.1% | +7.7% |
| 30D | +7.8% | -3.9% | +11.7% | +9.0% |
| 3M | -25.3% | -0.1% | -25.1% | -26.1% |
| 6M | -19.6% | +16.4% | -36.0% | -25.7% |
| YTD | +17.2% | +17.2% | -0.1% | +7.0% |
| 1Y | +114.1% | +1.0% | +113.1% | +108.6% |
| 3Y | +27.0% | +39.1% | -12.1% | +5.7% |
| 5Y | +128.3% | +29.0% | +99.3% | +91.7% |
| All | +38.7% | +155.8% | -117.1% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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