+89.7%
VTRS vs LBRT
-25.0%
+114.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -11.2% | +12.8% | +1.4% |
| 7D | +2.4% | -25.3% | +27.7% | +2.0% |
| 30D | +9.1% | -32.9% | +42.0% | +8.6% |
| 3M | +9.4% | -33.3% | +42.7% | +8.9% |
| 6M | +28.3% | -61.0% | +89.3% | +29.2% |
| YTD | +58.0% | -28.0% | +86.0% | +45.5% |
| 1Y | +89.7% | -21.5% | +111.2% | +68.9% |
| All | +89.7% | -25.0% | +114.7% | +68.9% |
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 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