-53.7%
LABU vs VT
+226.2%
-279.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.5% |
| 7D | -0.4% | -1.6% | +1.2% | +5.5% |
| 30D | -3.0% | -2.5% | -0.5% | +6.7% |
| 3M | +5.8% | -1.3% | +7.1% | +12.7% |
| 6M | +38.9% | +3.1% | +35.8% | +27.6% |
| YTD | +51.3% | +10.9% | +40.4% | +11.0% |
| 1Y | +100.5% | +12.1% | +88.4% | +42.9% |
| 3Y | +262.6% | +73.9% | +188.7% | -34.1% |
| 5Y | -81.4% | +58.0% | -139.3% | -92.8% |
| All | -53.7% | +226.2% | -279.9% | -97.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling