+237.5%
VIK vs LBRT
+2.1%
+235.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.9% | -1.3% | +2.0% |
| 7D | +3.6% | +6.9% | -3.4% | +2.5% |
| 30D | -16.7% | +7.8% | -24.5% | -17.9% |
| 3M | -1.1% | -25.3% | +24.2% | +3.0% |
| 6M | +27.8% | -19.6% | +47.4% | +28.8% |
| YTD | +23.3% | +17.2% | +6.2% | +13.1% |
| 1Y | +38.2% | +114.1% | -75.9% | +6.5% |
| All | +237.5% | +2.1% | +235.4% | +188.0% |
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