+6.8%
VRT vs LBRT
-25.2%
+32.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.1% | +1.5% | +5.8% |
| 7D | -10.6% | -11.9% | +1.3% | -5.0% |
| 30D | -17.4% | -31.9% | +14.5% | -3.2% |
| 3M | -26.4% | -34.9% | +8.5% | -12.3% |
| 6M | -41.0% | -60.7% | +19.7% | -17.7% |
| YTD | +23.8% | -29.2% | +53.0% | +23.7% |
| All | +6.8% | -25.2% | +32.0% | +1.1% |
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