+81.0%
VXUS vs LBRT
-15.3%
+96.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +2.1% | +9.2% | -7.1% | +1.1% |
| 30D | -1.1% | -27.5% | +26.4% | +1.9% |
| 3M | -5.6% | -37.9% | +32.3% | -1.2% |
| 6M | -2.3% | -60.7% | +58.5% | +6.9% |
| YTD | +10.4% | -28.5% | +38.9% | +12.0% |
| 1Y | +13.1% | -13.2% | +26.3% | +12.0% |
| 3Y | +68.0% | -28.8% | +96.8% | +65.0% |
| 5Y | +45.8% | +28.0% | +17.9% | +29.9% |
| All | +81.0% | -15.3% | +96.4% | +43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling