+238.0%
AB vs VOO
+309.6%
-71.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.1% |
| 7D | -1.8% | +2.6% | -4.3% | -4.4% |
| 30D | +0.1% | -2.0% | +2.1% | +1.9% |
| 3M | -6.1% | -2.8% | -3.3% | -3.7% |
| 6M | -8.8% | +2.2% | -10.9% | -11.8% |
| YTD | -4.5% | +11.5% | -16.0% | -16.4% |
| 1Y | -7.5% | +13.5% | -21.0% | -20.5% |
| 3Y | +68.0% | +78.1% | -10.1% | -14.5% |
| 5Y | -8.5% | +73.1% | -81.7% | -52.0% |
| All | +238.0% | +309.6% | -71.7% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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