+35.9%
LBRT vs VTEB
+17.2%
+18.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +1.8% | -0.9% | +2.7% | +2.1% |
| 30D | -2.5% | -2.5% | 0.0% | -1.8% |
| 3M | -24.9% | -3.0% | -21.9% | -24.3% |
| 6M | -29.5% | -2.1% | -27.3% | -29.0% |
| YTD | +14.7% | -1.5% | +16.2% | +15.2% |
| 1Y | +91.7% | +0.2% | +91.6% | +91.5% |
| 3Y | +24.6% | +8.6% | +16.1% | +20.7% |
| 5Y | +127.7% | +1.2% | +126.5% | +126.5% |
| All | +35.9% | +17.2% | +18.7% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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