+619.5%
VRT vs LBRT
+25.4%
+594.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.3% | +4.0% |
| 7D | +9.1% | +8.3% | +0.9% | +6.2% |
| 30D | +0.9% | +6.1% | -5.2% | -1.1% |
| 3M | -13.4% | -34.8% | +21.4% | -1.4% |
| 6M | +11.7% | -24.8% | +36.5% | +19.5% |
| YTD | +73.2% | +12.2% | +61.0% | +60.0% |
| 1Y | +123.4% | +94.0% | +29.4% | +67.8% |
| All | +619.5% | +25.4% | +594.1% | +570.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling