+11.6%
VTI vs LBRT
-27.7%
+39.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.1% |
| 7D | -0.4% | -15.7% | +15.2% | +0.3% |
| 30D | -3.2% | -34.3% | +31.0% | -1.3% |
| 3M | -2.9% | -40.6% | +37.7% | -0.6% |
| 6M | +2.4% | -62.0% | +64.4% | +6.7% |
| YTD | +11.2% | -31.6% | +42.8% | +9.0% |
| 1Y | +11.6% | -25.8% | +37.4% | +7.7% |
| All | +11.6% | -27.7% | +39.3% | +7.7% |
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