+15.3%
VGT vs LBRT
-25.2%
+40.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.1% | -4.9% | +1.9% |
| 7D | -1.6% | -11.9% | +10.3% | -0.1% |
| 30D | -12.5% | -31.9% | +19.4% | -8.3% |
| 3M | -7.7% | -34.9% | +27.2% | -2.9% |
| 6M | -0.2% | -60.7% | +60.5% | +9.9% |
| YTD | +19.3% | -29.2% | +48.5% | +19.3% |
| All | +15.3% | -25.2% | +40.5% | +12.9% |
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