-39.3%
VG vs LBRT
-5.7%
-33.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.9% |
| 7D | +1.7% | +8.7% | -7.0% | -1.3% |
| 30D | +16.0% | +6.6% | +9.4% | +13.1% |
| 3M | +9.7% | -34.5% | +44.2% | +25.9% |
| 6M | +29.6% | -24.5% | +54.1% | +40.7% |
| YTD | +112.0% | +12.7% | +99.3% | +94.2% |
| 1Y | +12.8% | +94.8% | -82.0% | -24.7% |
| All | -39.3% | -5.7% | -33.6% | -36.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling