-94.0%
ABAT vs VOO
+67.9%
-161.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.4% | +11.2% |
| 7D | -5.7% | -2.7% | -2.9% | -1.0% |
| 30D | -36.1% | -5.4% | -30.8% | -29.4% |
| 3M | -44.1% | -4.1% | -40.1% | -39.4% |
| 6M | -60.9% | +0.7% | -61.7% | -59.9% |
| YTD | -60.0% | +8.7% | -68.8% | -63.0% |
| 1Y | -63.8% | +11.0% | -74.8% | -67.1% |
| 3Y | -70.0% | +75.5% | -145.5% | -84.3% |
| All | -94.0% | +67.9% | -161.9% | -96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling