+152.2%
ABCL vs VO
+16.3%
+135.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | -1.3% |
| 7D | -10.0% | +1.0% | -11.0% | -12.1% |
| 30D | -10.9% | +2.6% | -13.5% | -16.4% |
| 3M | +101.6% | -0.3% | +101.9% | +104.5% |
| 6M | +167.5% | +7.6% | +159.9% | +124.5% |
| YTD | +259.1% | +14.7% | +244.3% | +162.7% |
| 1Y | +152.2% | +16.4% | +135.7% | +79.4% |
| All | +152.2% | +16.3% | +135.9% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling