-77.0%
LABU price history and return analytics
+66.2%
-143.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | +2.6% | +0.4% | +2.2% | +0.7% |
| 30D | +18.7% | +1.0% | +17.8% | +14.9% |
| 3M | +69.4% | +2.4% | +67.0% | +55.9% |
| 6M | +80.6% | +12.0% | +68.6% | +22.3% |
| YTD | +90.4% | +15.3% | +75.1% | +15.8% |
| 1Y | +294.1% | +22.6% | +271.5% | +92.1% |
| 3Y | +193.4% | +74.7% | +118.8% | -57.1% |
| All | -77.0% | +66.2% | -143.1% | -93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling