-85.9%
LAB price history and return analytics
+231.8%
-317.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | -0.8% |
| 7D | 0.0% | -0.3% | +0.3% | +0.4% |
| 30D | -18.4% | -1.4% | -17.0% | -16.5% |
| 3M | -24.4% | -1.4% | -23.0% | -22.8% |
| 6M | -34.0% | +5.5% | -39.5% | -39.3% |
| YTD | -51.6% | +12.8% | -64.4% | -59.7% |
| 1Y | -47.9% | +15.4% | -63.3% | -58.1% |
| 3Y | -70.3% | +76.9% | -147.2% | -86.3% |
| 5Y | -87.7% | +60.4% | -148.1% | -93.3% |
| 10Y | -85.9% | +232.8% | -318.7% | -96.5% |
| All | -85.9% | +231.8% | -317.8% | -96.5% |
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