+81.1%
VXUS vs LBRT
-16.2%
+97.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.3% | +13.8% | -11.5% | +0.8% |
| 30D | -2.2% | -32.4% | +30.2% | +1.6% |
| 3M | -5.4% | -39.9% | +34.5% | -0.6% |
| 6M | -1.2% | -60.8% | +59.6% | +8.0% |
| YTD | +10.4% | -29.3% | +39.6% | +12.1% |
| 1Y | +11.8% | -18.9% | +30.7% | +11.7% |
| 3Y | +68.4% | -28.0% | +96.4% | +65.1% |
| 5Y | +45.9% | +26.6% | +19.3% | +30.1% |
| All | +81.1% | -16.2% | +97.3% | +43.8% |
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