+38.4%
VFC vs LBRT
-17.1%
+55.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.2% | +3.2% |
| 7D | +1.6% | +9.2% | -7.6% | +1.6% |
| 30D | +25.5% | -27.5% | +53.0% | +25.3% |
| 3M | +41.3% | -37.9% | +79.2% | +41.9% |
| 6M | +22.2% | -60.7% | +82.9% | +23.9% |
| YTD | +16.4% | -28.5% | +44.9% | -0.7% |
| 1Y | +38.4% | -13.2% | +51.6% | +11.9% |
| All | +38.4% | -17.1% | +55.5% | +11.9% |
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 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