+20.1%
VCIT vs LBRT
-41.2%
+61.3%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -13.7% | +13.9% | +0.2% |
| 7D | +0.5% | -34.8% | +35.3% | +0.5% |
| 30D | +2.1% | -43.6% | +45.7% | +2.2% |
| 3M | -1.6% | -41.2% | +39.7% | -1.5% |
| 6M | -1.6% | -66.1% | +64.5% | -1.4% |
| YTD | -1.5% | -37.9% | +36.4% | -1.6% |
| 1Y | -0.4% | -33.9% | +33.5% | -0.5% |
| All | +20.1% | -41.2% | +61.3% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling