+94.0%
LBRT vs VYM
+21.4%
+72.5%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.6% |
| 7D | +8.3% | 0.0% | +8.3% | +8.2% |
| 30D | +6.1% | -0.5% | +6.7% | +6.9% |
| 3M | -34.8% | +3.0% | -37.8% | -37.3% |
| 6M | -24.8% | +8.2% | -33.0% | -31.6% |
| YTD | +12.2% | +15.8% | -3.6% | -13.6% |
| 1Y | +94.0% | +20.8% | +73.1% | +34.4% |
| All | +94.0% | +21.4% | +72.5% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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