-14.5%
LABX vs VOO
+22.1%
-36.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | -0.4% | +19.2% | +21.6% |
| 7D | +11.9% | +0.1% | +11.8% | +10.8% |
| 30D | -10.5% | +0.1% | -10.6% | -10.8% |
| 3M | -45.6% | +2.0% | -47.6% | -44.1% |
| 6M | +325.9% | +13.0% | +312.9% | +146.7% |
| YTD | +59.6% | +13.6% | +46.0% | -7.7% |
| 1Y | -8.4% | +20.1% | -28.5% | -58.7% |
| All | -14.5% | +22.1% | -36.6% | -64.2% |
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