-12.9%
VMC vs LBRT
+106.9%
-119.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.6% | -1.6% |
| 7D | -0.5% | +6.9% | -7.5% | -0.5% |
| 30D | -9.1% | +7.8% | -16.9% | -9.1% |
| 3M | -4.1% | -25.3% | +21.1% | -3.7% |
| 6M | -5.5% | -19.6% | +14.0% | -5.8% |
| YTD | -8.9% | +17.2% | -26.1% | -11.2% |
| 1Y | -12.9% | +114.1% | -127.0% | -17.3% |
| All | -12.9% | +106.9% | -119.9% | -17.3% |
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