+70.4%
VXUS vs LBRT
-28.3%
+98.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.3% | +2.2% |
| 7D | +0.8% | -11.9% | +12.7% | +1.6% |
| 30D | -1.9% | -31.9% | +30.1% | +0.9% |
| 3M | -4.4% | -34.9% | +30.5% | -1.4% |
| 6M | -2.0% | -60.7% | +58.7% | +5.1% |
| YTD | +11.1% | -29.2% | +40.3% | +11.8% |
| 1Y | +15.1% | -23.6% | +38.7% | +14.7% |
| 3Y | +70.4% | -26.8% | +97.3% | +64.5% |
| All | +70.4% | -28.3% | +98.7% | +64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling