-64.6%
LABU price history and return analytics
+214.8%
-279.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -4.1% | -15.9% | -5.6% |
| 7D | -18.8% | -4.2% | -14.6% | -3.7% |
| 30D | -9.7% | -5.8% | -3.9% | +14.7% |
| 3M | -18.4% | -5.2% | -13.2% | +2.2% |
| 6M | +11.5% | +0.1% | +11.3% | +16.1% |
| YTD | +30.9% | +8.2% | +22.7% | +7.0% |
| 1Y | +77.3% | +10.1% | +67.2% | +37.1% |
| 3Y | +213.7% | +69.7% | +144.0% | -36.3% |
| 5Y | -82.8% | +53.4% | -136.2% | -92.5% |
| All | -64.6% | +214.8% | -279.4% | -97.2% |
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 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