-20.6%
ABCL vs VO
+38.8%
-59.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -6.1% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | -5.4% | +2.0% | -7.4% | -8.1% |
| 3M | +22.4% | -0.3% | +22.7% | +23.4% |
| 6M | +127.6% | +7.3% | +120.3% | +106.7% |
| YTD | +249.4% | +15.0% | +234.4% | +189.8% |
| 1Y | +198.0% | +14.7% | +183.3% | +149.3% |
| 3Y | +195.8% | +67.3% | +128.5% | +48.7% |
| 5Y | -20.6% | +38.8% | -59.4% | -47.0% |
| All | -20.6% | +38.8% | -59.4% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling