+72.2%
V vs LBRT
+115.1%
-43.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.1% |
| 7D | -1.7% | +8.7% | -10.4% | -2.5% |
| 30D | +2.0% | +6.6% | -4.6% | +1.2% |
| 3M | +17.4% | -34.5% | +51.8% | +21.4% |
| 6M | +17.5% | -24.5% | +42.0% | +19.3% |
| YTD | +7.6% | +12.7% | -5.1% | +4.1% |
| 1Y | +7.7% | +94.8% | -87.1% | -3.4% |
| 3Y | +54.7% | +31.9% | +22.8% | +40.5% |
| All | +72.2% | +115.1% | -43.0% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling