+136.3%
LBRT vs VTEB
+1.5%
+134.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +2.9% |
| 7D | +10.2% | -0.7% | +10.9% | +9.9% |
| 30D | +4.9% | -2.1% | +6.9% | +4.2% |
| 3M | -21.2% | -2.7% | -18.6% | -22.0% |
| 6M | -19.9% | -2.1% | -17.8% | -20.4% |
| YTD | +20.8% | -1.1% | +21.9% | +20.4% |
| 1Y | +123.5% | +1.3% | +122.2% | +124.3% |
| 3Y | +30.9% | +9.0% | +21.9% | +32.9% |
| 5Y | +136.3% | +1.5% | +134.8% | +42.9% |
| All | +136.3% | +1.5% | +134.8% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling