+15.4%
VT vs LBRT
-25.0%
+40.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -11.2% | +12.9% | +2.2% |
| 7D | -0.3% | -25.3% | +25.0% | +1.0% |
| 30D | -1.4% | -32.9% | +31.4% | +0.3% |
| 3M | -1.4% | -33.3% | +31.9% | +0.3% |
| 6M | +5.5% | -61.0% | +66.4% | +9.3% |
| YTD | +12.8% | -28.0% | +40.8% | +11.0% |
| 1Y | +15.4% | -21.5% | +36.9% | +12.2% |
| All | +15.4% | -25.0% | +40.5% | +12.2% |
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 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