+83.1%
VOO vs LBRT
+115.1%
-32.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | +0.1% | +8.7% | -8.6% | -0.9% |
| 30D | +0.1% | +6.6% | -6.5% | -0.8% |
| 3M | +2.0% | -34.5% | +36.5% | +6.4% |
| 6M | +13.0% | -24.5% | +37.5% | +15.3% |
| YTD | +13.6% | +12.7% | +0.9% | +9.7% |
| 1Y | +20.1% | +94.8% | -74.8% | +6.9% |
| 3Y | +77.6% | +31.9% | +45.7% | +61.1% |
| All | +83.1% | +115.1% | -32.0% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling