+409.0%
AB vs VOO
+795.4%
-386.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.9% |
| 7D | -0.5% | -0.6% | +0.1% | -0.1% |
| 30D | -0.1% | -3.6% | +3.6% | +3.6% |
| 3M | -3.5% | -2.7% | -0.8% | -1.1% |
| 6M | -8.8% | +2.2% | -11.0% | -11.9% |
| YTD | -3.1% | +10.9% | -13.9% | -14.7% |
| 1Y | -5.3% | +11.3% | -16.6% | -17.1% |
| 3Y | +67.1% | +76.9% | -9.9% | -14.6% |
| 5Y | -5.0% | +73.5% | -78.5% | -50.5% |
| 10Y | +257.3% | +307.7% | -50.3% | -28.3% |
| All | +409.0% | +795.4% | -386.4% | -57.7% |
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