-37.3%
ABCL vs VOO
+82.3%
-119.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.9% |
| 7D | +1.4% | +0.5% | +0.9% | +0.6% |
| 30D | +65.1% | -0.9% | +66.0% | +67.7% |
| 3M | +111.1% | +3.9% | +107.2% | +100.3% |
| 6M | +231.6% | +14.5% | +217.1% | +178.2% |
| YTD | +234.5% | +13.0% | +221.6% | +187.8% |
| 1Y | +174.3% | +19.4% | +154.9% | +121.9% |
| 3Y | +111.5% | +78.9% | +32.6% | +3.5% |
| 5Y | -37.3% | +82.3% | -119.6% | -69.3% |
| All | -37.3% | +82.3% | -119.6% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling