+74.6%
VTI vs LBRT
+115.1%
-40.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | +0.1% | +8.7% | -8.6% | -0.9% |
| 30D | 0.0% | +6.6% | -6.6% | -0.9% |
| 3M | +2.0% | -34.5% | +36.5% | +6.6% |
| 6M | +13.0% | -24.5% | +37.5% | +15.4% |
| YTD | +13.9% | +12.7% | +1.2% | +9.8% |
| 1Y | +20.0% | +94.8% | -74.8% | +6.0% |
| 3Y | +75.8% | +31.9% | +43.9% | +58.5% |
| All | +74.6% | +115.1% | -40.5% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling