-96.0%
LABD vs VT
+66.2%
-162.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | -2.4% | +0.4% | -2.9% | -0.9% |
| 30D | -21.8% | +1.0% | -22.8% | -18.4% |
| 3M | -51.8% | +2.4% | -54.2% | -46.1% |
| 6M | -63.8% | +12.0% | -75.8% | -38.8% |
| YTD | -69.0% | +15.3% | -84.3% | -40.7% |
| 1Y | -86.9% | +22.6% | -109.5% | -67.4% |
| 3Y | -95.3% | +74.7% | -170.0% | -32.1% |
| All | -96.0% | +66.2% | -162.2% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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