+77.0%
VXUS vs LBRT
-26.4%
+103.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.7% | +10.0% | -2.2% |
| 7D | -3.4% | -34.8% | +31.4% | +0.9% |
| 30D | -5.8% | -43.6% | +37.8% | -0.2% |
| 3M | -6.4% | -41.2% | +34.8% | -1.5% |
| 6M | -2.5% | -66.1% | +63.6% | +8.3% |
| YTD | +7.9% | -37.9% | +45.8% | +11.2% |
| 1Y | +11.5% | -33.9% | +45.4% | +13.9% |
| 3Y | +63.4% | -40.9% | +104.3% | +63.8% |
| 5Y | +42.9% | +2.1% | +40.8% | +30.6% |
| All | +77.0% | -26.4% | +103.4% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling