+2,723.0%
VRT vs LBRT
+15.1%
+2,707.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.9% | +4.1% |
| 7D | +9.1% | +8.7% | +0.4% | +7.3% |
| 30D | +0.9% | +6.6% | -5.7% | -0.3% |
| 3M | -13.4% | -34.5% | +21.1% | -6.7% |
| 6M | +11.7% | -24.5% | +36.2% | +16.4% |
| YTD | +73.2% | +12.7% | +60.5% | +67.0% |
| 1Y | +123.4% | +94.8% | +28.6% | +93.3% |
| 3Y | +606.2% | +31.9% | +574.3% | +547.0% |
| 5Y | +899.9% | +111.8% | +788.1% | +734.6% |
| All | +2,723.0% | +15.1% | +2,707.9% | +1,661.9% |
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