+123.4%
VRT vs LBRT
+101.6%
+21.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.9% | +3.9% |
| 7D | +9.1% | +8.7% | +0.4% | +6.6% |
| 30D | +0.9% | +6.6% | -5.7% | -0.8% |
| 3M | -13.4% | -34.5% | +21.1% | -4.1% |
| 6M | +11.7% | -24.5% | +36.2% | +17.9% |
| YTD | +73.2% | +12.7% | +60.5% | +63.3% |
| 1Y | +123.4% | +94.8% | +28.6% | +98.8% |
| All | +123.4% | +101.6% | +21.8% | +98.8% |
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