+209.2%
ABCL vs VO
+13.8%
+195.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | +2.3% | -0.2% | +2.5% | +3.2% |
| 30D | -0.7% | +0.5% | -1.1% | -1.4% |
| 3M | +33.4% | -1.1% | +34.5% | +38.8% |
| 6M | +137.8% | +6.4% | +131.4% | +104.0% |
| YTD | +264.3% | +13.5% | +250.8% | +167.2% |
| 1Y | +209.2% | +13.6% | +195.6% | +127.5% |
| All | +209.2% | +13.8% | +195.4% | +127.5% |
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