+112.0%
VSH vs LBRT
+100.7%
+11.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +4.2% |
| 7D | +4.1% | +8.3% | -4.2% | +2.1% |
| 30D | -4.2% | +6.1% | -10.3% | -5.5% |
| 3M | -50.0% | -34.8% | -15.2% | -46.1% |
| 6M | +80.2% | -24.8% | +105.0% | +88.1% |
| YTD | +121.1% | +12.2% | +108.9% | +116.6% |
| 1Y | +112.0% | +94.0% | +18.0% | +104.7% |
| All | +112.0% | +100.7% | +11.3% | +104.7% |
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