+63.9%
VXUS vs LBRT
-38.0%
+101.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.2% | -0.3% |
| 7D | -1.8% | -29.1% | +27.4% | +0.8% |
| 30D | -4.6% | -38.4% | +33.8% | -1.0% |
| 3M | -6.1% | -40.1% | +34.0% | -2.5% |
| 6M | -4.9% | -62.9% | +58.0% | +2.5% |
| YTD | +8.1% | -34.5% | +42.6% | +9.5% |
| 1Y | +12.1% | -30.2% | +42.3% | +12.6% |
| 3Y | +63.9% | -37.5% | +101.3% | +61.5% |
| All | +63.9% | -38.0% | +101.9% | +61.5% |
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