+80.3%
VTV vs LBRT
+116.2%
-35.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.9% | -4.7% | -1.2% |
| 7D | +0.3% | +6.9% | -6.6% | -0.4% |
| 30D | +0.1% | +7.8% | -7.7% | -0.8% |
| 3M | +6.2% | -25.3% | +31.5% | +9.0% |
| 6M | +13.5% | -19.6% | +33.0% | +14.9% |
| YTD | +18.9% | +17.2% | +1.7% | +14.4% |
| 1Y | +25.8% | +114.1% | -88.3% | +10.6% |
| 3Y | +68.7% | +27.0% | +41.7% | +54.1% |
| 5Y | +80.3% | +128.3% | -48.0% | +46.1% |
| All | +80.3% | +116.2% | -35.9% | +46.1% |
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 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