+905.2%
VRT vs LBRT
+114.2%
+791.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.3% | +4.1% |
| 7D | +9.1% | +8.3% | +0.9% | +6.7% |
| 30D | +0.9% | +6.1% | -5.2% | -0.8% |
| 3M | -13.4% | -34.8% | +21.4% | -3.7% |
| 6M | +11.7% | -24.8% | +36.5% | +18.3% |
| YTD | +73.2% | +12.2% | +61.0% | +63.7% |
| 1Y | +123.4% | +94.0% | +29.4% | +80.4% |
| 3Y | +606.2% | +31.3% | +574.9% | +522.5% |
| All | +905.2% | +114.2% | +791.1% | +693.9% |
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 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