-78.8%
ABCL vs VOO
+123.7%
-202.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.2% |
| 7D | +2.3% | -0.6% | +2.9% | +3.5% |
| 30D | -0.7% | -3.6% | +3.0% | +5.7% |
| 3M | +33.4% | -2.7% | +36.1% | +40.3% |
| 6M | +137.8% | +2.2% | +135.5% | +135.0% |
| YTD | +264.3% | +10.9% | +253.4% | +226.0% |
| 1Y | +209.2% | +11.3% | +197.9% | +176.4% |
| 3Y | +208.4% | +76.9% | +131.5% | +57.9% |
| 5Y | -11.9% | +73.5% | -85.4% | -53.3% |
| All | -78.8% | +123.7% | -202.6% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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