+75.8%
VT vs LBRT
+26.0%
+49.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | +0.4% | +8.7% | -8.3% | -0.4% |
| 30D | +1.0% | +6.6% | -5.6% | +0.2% |
| 3M | +2.4% | -34.5% | +36.9% | +6.2% |
| 6M | +12.0% | -24.5% | +36.5% | +14.0% |
| YTD | +15.3% | +12.7% | +2.6% | +11.5% |
| 1Y | +22.6% | +94.8% | -72.3% | +9.4% |
| All | +75.8% | +26.0% | +49.8% | +61.3% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling