+245.1%
VIK vs LBRT
-38.4%
+283.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.3% | -1.0% | +1.8% |
| 7D | -1.2% | -1.9% | +0.7% | -1.1% |
| 30D | +11.5% | -32.0% | +43.5% | +17.5% |
| 3M | -11.3% | -39.7% | +28.4% | -5.0% |
| 6M | +11.3% | -61.1% | +72.4% | +27.5% |
| YTD | +26.1% | -29.4% | +55.5% | +24.1% |
| 1Y | +50.0% | -24.5% | +74.4% | +44.8% |
| All | +245.1% | -38.4% | +283.5% | +215.9% |
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 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