+33.5%
LBRT vs VT
+152.2%
-118.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.1% |
| 7D | +8.3% | +0.4% | +7.8% | +7.5% |
| 30D | +6.1% | +1.0% | +5.2% | +4.5% |
| 3M | -34.8% | +2.4% | -37.1% | -36.8% |
| 6M | -24.8% | +12.0% | -36.8% | -37.8% |
| YTD | +12.2% | +15.3% | -3.1% | -11.2% |
| 1Y | +94.0% | +22.6% | +71.4% | +40.5% |
| 3Y | +31.3% | +74.7% | -43.4% | -43.8% |
| 5Y | +111.8% | +66.1% | +45.7% | -1.0% |
| All | +33.5% | +152.2% | -118.8% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling