-87.8%
ABAT vs VOO
+80.3%
-168.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.5% |
| 7D | -5.9% | -2.0% | -3.9% | -2.7% |
| 30D | -3.8% | -1.7% | -2.1% | -0.9% |
| 3M | -16.7% | +4.7% | -21.5% | -21.9% |
| 6M | -28.3% | +12.6% | -40.8% | -38.2% |
| YTD | -23.4% | +11.8% | -35.1% | -32.8% |
| 1Y | +12.3% | +17.5% | -5.3% | -6.6% |
| 3Y | -73.1% | +77.0% | -150.1% | -86.5% |
| 5Y | -87.8% | +82.6% | -170.4% | -94.0% |
| All | -87.8% | +80.3% | -168.1% | -94.0% |
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