+66.5%
VSH vs LBRT
+115.1%
-48.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +3.0% | +4.0% |
| 7D | +4.1% | +8.7% | -4.7% | +1.7% |
| 30D | -4.2% | +6.6% | -10.8% | -5.9% |
| 3M | -50.0% | -34.5% | -15.5% | -44.6% |
| 6M | +80.2% | -24.5% | +104.7% | +90.7% |
| YTD | +121.1% | +12.7% | +108.4% | +109.9% |
| 1Y | +112.0% | +94.8% | +17.2% | +71.1% |
| 3Y | +22.5% | +31.9% | -9.3% | +5.9% |
| All | +66.5% | +115.1% | -48.7% | +23.2% |
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