+62.1%
VEA vs LBRT
+116.2%
-54.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.4% | -0.8% |
| 7D | +1.9% | +6.9% | -5.1% | +1.2% |
| 30D | +0.8% | +7.8% | -7.0% | -0.1% |
| 3M | +5.7% | -25.3% | +31.0% | +8.2% |
| 6M | +13.3% | -19.6% | +32.9% | +14.6% |
| YTD | +18.4% | +17.2% | +1.2% | +14.4% |
| 1Y | +27.0% | +114.1% | -87.1% | +13.3% |
| 3Y | +79.3% | +27.0% | +52.3% | +65.3% |
| 5Y | +62.1% | +128.3% | -66.2% | +35.4% |
| All | +62.1% | +116.2% | -54.1% | +35.4% |
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