-86.0%
LAB vs VOO
+308.7%
-394.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +6.1% |
| 7D | +0.4% | -4.7% | +5.1% | +6.5% |
| 30D | -13.6% | -5.9% | -7.7% | -6.6% |
| 3M | -20.2% | -4.5% | -15.7% | -15.5% |
| 6M | -36.5% | +1.9% | -38.3% | -38.5% |
| YTD | -51.4% | +8.4% | -59.8% | -56.5% |
| 1Y | -45.4% | +9.5% | -54.9% | -51.8% |
| 3Y | -70.2% | +75.3% | -145.5% | -85.1% |
| 5Y | -87.2% | +67.9% | -155.1% | -93.1% |
| All | -86.0% | +308.7% | -394.7% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling