+94.0%
LBRT vs VT
+23.3%
+70.7%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +8.3% | +0.4% | +7.8% | +7.8% |
| 30D | +6.1% | +1.0% | +5.2% | +5.2% |
| 3M | -34.8% | +2.4% | -37.1% | -35.9% |
| 6M | -24.8% | +12.0% | -36.8% | -28.8% |
| YTD | +12.2% | +15.3% | -3.1% | -1.1% |
| 1Y | +94.0% | +22.6% | +71.4% | +57.7% |
| All | +94.0% | +23.3% | +70.7% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling