-87.3%
LAB vs VOO
+67.5%
-154.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +6.5% |
| 7D | 0.0% | -4.7% | +4.7% | +7.0% |
| 30D | -13.9% | -5.9% | -8.0% | -5.9% |
| 3M | -20.5% | -4.5% | -16.0% | -15.2% |
| 6M | -36.7% | +1.9% | -38.6% | -39.2% |
| YTD | -51.6% | +8.4% | -60.0% | -57.6% |
| 1Y | -45.6% | +9.5% | -55.1% | -53.1% |
| 3Y | -70.3% | +75.3% | -145.6% | -87.0% |
| 5Y | -87.3% | +67.9% | -155.1% | -94.4% |
| All | -87.3% | +67.5% | -154.8% | -94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling