+59.7%
VIK vs LBRT
-25.0%
+84.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -11.2% | +17.4% | +6.3% |
| 7D | +5.4% | -25.3% | +30.7% | +6.1% |
| 30D | +12.5% | -32.9% | +45.4% | +13.5% |
| 3M | -15.2% | -33.3% | +18.1% | -14.5% |
| 6M | +15.4% | -61.0% | +76.3% | +17.7% |
| YTD | +27.7% | -28.0% | +55.7% | +14.9% |
| 1Y | +59.7% | -21.5% | +81.2% | +42.4% |
| All | +59.7% | -25.0% | +84.8% | +42.4% |
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