+93.3%
VXUS vs LBRT
+33.5%
+59.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | +1.0% | +8.7% | -7.7% | +0.1% |
| 30D | +2.2% | +6.6% | -4.4% | +1.4% |
| 3M | +3.0% | -34.5% | +37.4% | +7.1% |
| 6M | +10.7% | -24.5% | +35.1% | +12.8% |
| YTD | +17.8% | +12.7% | +5.1% | +14.4% |
| 1Y | +27.6% | +94.8% | -67.3% | +15.2% |
| 3Y | +73.3% | +31.9% | +41.4% | +59.5% |
| 5Y | +54.3% | +111.8% | -57.5% | +30.2% |
| All | +93.3% | +33.5% | +59.8% | +46.8% |
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