+77.4%
VTI vs LBRT
+27.1%
+50.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -1.0% |
| 7D | +0.6% | +6.9% | -6.3% | -0.1% |
| 30D | -1.1% | +7.8% | -8.9% | -2.0% |
| 3M | +3.9% | -25.3% | +29.2% | +6.7% |
| 6M | +14.6% | -19.6% | +34.2% | +16.0% |
| YTD | +13.3% | +17.2% | -3.9% | +8.6% |
| 1Y | +19.2% | +114.1% | -94.9% | +3.5% |
| 3Y | +77.4% | +27.0% | +50.4% | +60.7% |
| All | +77.4% | +27.1% | +50.3% | +60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling