+78.6%
VTV vs LBRT
-28.3%
+106.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.1% | -6.2% | +1.3% |
| 7D | -0.5% | -11.9% | +11.4% | +0.3% |
| 30D | +3.1% | -31.9% | +35.0% | +6.0% |
| 3M | +1.8% | -34.9% | +36.7% | +5.0% |
| 6M | +10.9% | -60.7% | +71.5% | +19.3% |
| YTD | +20.9% | -29.2% | +50.1% | +21.1% |
| 1Y | +24.6% | -23.6% | +48.3% | +23.6% |
| 3Y | +78.6% | -26.8% | +105.4% | +71.1% |
| All | +78.6% | -28.3% | +106.9% | +71.1% |
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