-78.8%
ABCL vs VO
+75.7%
-154.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.3% | -0.2% | +2.5% | +2.9% |
| 30D | -0.7% | +0.5% | -1.1% | -1.0% |
| 3M | +33.4% | -1.1% | +34.5% | +36.4% |
| 6M | +137.8% | +6.4% | +131.4% | +119.5% |
| YTD | +264.3% | +13.5% | +250.8% | +209.8% |
| 1Y | +209.2% | +13.6% | +195.6% | +164.1% |
| 3Y | +208.4% | +65.2% | +143.2% | +60.8% |
| 5Y | -11.9% | +37.7% | -49.6% | -39.7% |
| All | -78.8% | +75.7% | -154.6% | -90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling