+78.8%
VZ vs LBRT
+25.4%
+53.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -0.9% |
| 7D | +0.1% | +8.3% | -8.2% | 0.0% |
| 30D | +7.9% | +6.1% | +1.8% | +7.8% |
| 3M | +13.6% | -34.8% | +48.4% | +14.3% |
| 6M | +1.1% | -24.8% | +25.9% | +1.4% |
| YTD | +29.3% | +12.2% | +17.1% | +28.6% |
| 1Y | +21.2% | +94.0% | -72.7% | +18.4% |
| All | +78.8% | +25.4% | +53.4% | +70.8% |
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 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