+13.6%
VXUS vs LBRT
-25.2%
+38.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.3% | +2.4% |
| 7D | +0.8% | -11.9% | +12.7% | +1.2% |
| 30D | -1.9% | -31.9% | +30.1% | -0.3% |
| 3M | -4.4% | -34.9% | +30.5% | -2.7% |
| 6M | -2.0% | -60.7% | +58.7% | +1.3% |
| YTD | +11.1% | -29.2% | +40.3% | +10.2% |
| All | +13.6% | -25.2% | +38.8% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling