+3.8%
VCIT vs LBRT
+114.2%
-110.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | -0.3% | +8.3% | -8.6% | -0.4% |
| 30D | -0.8% | +6.1% | -6.9% | -0.8% |
| 3M | -1.0% | -34.8% | +33.7% | -1.0% |
| 6M | -1.8% | -24.8% | +23.0% | -1.8% |
| YTD | -0.7% | +12.2% | -12.9% | -0.8% |
| 1Y | +1.0% | +94.0% | -93.0% | +0.8% |
| 3Y | +18.8% | +31.3% | -12.4% | +18.5% |
| All | +3.8% | +114.2% | -110.3% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling