+208.4%
ABCL vs VO
+66.9%
+141.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.3% | -0.2% | +2.5% | +3.0% |
| 30D | -0.7% | +0.5% | -1.1% | -1.1% |
| 3M | +33.4% | -1.1% | +34.5% | +37.0% |
| 6M | +137.8% | +6.4% | +131.4% | +115.2% |
| YTD | +264.3% | +13.5% | +250.8% | +198.5% |
| 1Y | +209.2% | +13.6% | +195.6% | +154.5% |
| 3Y | +208.4% | +65.2% | +143.2% | +18.6% |
| All | +208.4% | +66.9% | +141.5% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling