+199.2%
VTI vs LBRT
-15.3%
+214.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | +2.5% | +9.2% | -6.7% | +1.4% |
| 30D | -1.5% | -27.5% | +26.0% | +2.0% |
| 3M | -3.2% | -37.9% | +34.7% | +1.9% |
| 6M | +2.3% | -60.7% | +63.0% | +13.1% |
| YTD | +11.6% | -28.5% | +40.1% | +13.4% |
| 1Y | +13.8% | -13.2% | +27.0% | +12.6% |
| 3Y | +77.4% | -28.8% | +106.2% | +74.0% |
| 5Y | +64.6% | +28.0% | +36.6% | +45.5% |
| All | +199.2% | -15.3% | +214.5% | +131.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling