+102.5%
VEA vs LBRT
+43.0%
+59.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -1.2% |
| 7D | +0.3% | +10.2% | -9.9% | -0.8% |
| 30D | +0.4% | +4.9% | -4.4% | -0.2% |
| 3M | +4.8% | -21.2% | +26.0% | +6.9% |
| 6M | +11.3% | -19.9% | +31.2% | +12.7% |
| YTD | +17.4% | +20.8% | -3.4% | +13.0% |
| 1Y | +26.2% | +123.5% | -97.3% | +11.8% |
| 3Y | +77.7% | +30.9% | +46.8% | +63.5% |
| 5Y | +60.9% | +136.3% | -75.4% | +33.5% |
| All | +102.5% | +43.0% | +59.5% | +51.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling