-62.5%
LABX price history and return analytics
+22.0%
-84.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.7% | -10.3% | -20.7% |
| 7D | -45.7% | -0.3% | -45.4% | -44.2% |
| 30D | -65.7% | -1.4% | -64.3% | -59.8% |
| 3M | -69.8% | -1.4% | -68.5% | -63.0% |
| 6M | -31.6% | +5.5% | -37.1% | -29.5% |
| YTD | -29.9% | +12.8% | -42.7% | -48.7% |
| 1Y | -48.6% | +15.4% | -64.0% | -65.0% |
| All | -62.5% | +22.0% | -84.4% | -81.4% |
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