+38.7%
LBRT vs VTEB
+18.3%
+20.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +4.0% | +3.9% |
| 7D | +6.9% | -0.2% | +7.2% | +7.0% |
| 30D | +7.8% | -1.6% | +9.4% | +8.3% |
| 3M | -25.3% | -2.0% | -23.3% | -24.9% |
| 6M | -19.6% | -1.7% | -17.9% | -19.2% |
| YTD | +17.2% | -0.6% | +17.8% | +17.3% |
| 1Y | +114.1% | +1.8% | +112.3% | +112.8% |
| 3Y | +27.0% | +9.6% | +17.4% | +22.7% |
| 5Y | +128.3% | +2.1% | +126.2% | +126.6% |
| All | +38.7% | +18.3% | +20.5% | +166.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling