+228.8%
VIK vs LBRT
-2.2%
+231.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | +0.1% |
| 7D | -3.0% | +8.3% | -11.3% | -4.3% |
| 30D | -20.7% | +6.1% | -26.9% | -21.7% |
| 3M | -4.6% | -34.8% | +30.1% | +1.6% |
| 6M | +14.0% | -24.8% | +38.8% | +16.4% |
| YTD | +20.2% | +12.2% | +7.9% | +11.0% |
| 1Y | +36.0% | +94.0% | -58.0% | +7.3% |
| All | +228.8% | -2.2% | +231.0% | +182.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling