+55.6%
VFC vs LBRT
-25.0%
+80.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -11.2% | +15.6% | +4.2% |
| 7D | +21.5% | -25.3% | +46.8% | +21.3% |
| 30D | +46.7% | -32.9% | +79.5% | +46.9% |
| 3M | +38.4% | -33.3% | +71.7% | +38.6% |
| 6M | +15.2% | -61.0% | +76.2% | +16.6% |
| YTD | +17.8% | -28.0% | +45.8% | +3.6% |
| 1Y | +55.6% | -21.5% | +77.1% | +36.5% |
| All | +55.6% | -25.0% | +80.6% | +36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling