+132.7%
VTR vs LBRT
+21.3%
+111.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.0% |
| 7D | -1.7% | +8.7% | -10.4% | -1.7% |
| 30D | -2.4% | +6.6% | -9.0% | -2.5% |
| 3M | +14.8% | -34.5% | +49.3% | +15.9% |
| 6M | +5.3% | -24.5% | +29.8% | +5.8% |
| YTD | +18.1% | +12.7% | +5.4% | +17.0% |
| 1Y | +36.7% | +94.8% | -58.1% | +31.9% |
| All | +132.7% | +21.3% | +111.4% | +117.9% |
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