+336.9%
VIAV vs LBRT
+38.7%
+298.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +3.9% | +7.2% | +10.5% |
| 7D | +11.3% | +6.9% | +4.4% | +10.1% |
| 30D | -1.0% | +7.8% | -8.8% | -2.2% |
| 3M | -20.5% | -25.3% | +4.7% | -16.8% |
| 6M | +39.0% | -19.6% | +58.6% | +43.2% |
| YTD | +117.5% | +17.2% | +100.3% | +111.8% |
| 1Y | +233.8% | +114.1% | +119.7% | +193.6% |
| 3Y | +295.4% | +27.0% | +268.4% | +266.2% |
| 5Y | +134.3% | +128.3% | +6.0% | +90.3% |
| All | +336.9% | +38.7% | +298.1% | +206.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling