+406.3%
AB vs VOO
+798.5%
-392.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -3.3% |
| 7D | -1.2% | +0.1% | -1.2% | -1.5% |
| 30D | -0.6% | -3.3% | +2.7% | +2.7% |
| 3M | -4.4% | -2.4% | -2.0% | -2.3% |
| 6M | -9.3% | +2.6% | -11.9% | -12.7% |
| YTD | -3.6% | +11.3% | -14.8% | -15.5% |
| 1Y | -5.2% | +13.4% | -18.6% | -18.7% |
| 3Y | +62.9% | +80.3% | -17.4% | -18.5% |
| 5Y | -8.0% | +72.7% | -80.7% | -51.7% |
| 10Y | +276.0% | +310.0% | -34.1% | -25.0% |
| All | +406.3% | +798.5% | -392.2% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling