-14.5%
LABX vs VT
+24.7%
-39.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | 0.0% | +18.9% | +19.0% |
| 7D | +11.9% | +0.4% | +11.4% | +8.9% |
| 30D | -10.5% | +1.0% | -11.5% | -15.6% |
| 3M | -45.6% | +2.4% | -48.0% | -42.9% |
| 6M | +325.9% | +12.0% | +313.9% | +184.1% |
| YTD | +59.6% | +15.3% | +44.3% | -8.7% |
| 1Y | -8.4% | +22.6% | -31.0% | -61.8% |
| All | -14.5% | +24.7% | -39.2% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling