-39.9%
ABEO vs VOO
+78.8%
-118.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -42.1% | -0.6% | -41.5% | -42.3% |
| 30D | -50.2% | -3.6% | -46.6% | -48.9% |
| 3M | -67.0% | -2.7% | -64.3% | -66.4% |
| 6M | -58.3% | +2.2% | -60.6% | -59.2% |
| YTD | -53.3% | +10.9% | -64.2% | -57.1% |
| 1Y | -41.8% | +11.3% | -53.2% | -46.6% |
| 3Y | -39.9% | +76.9% | -116.8% | -34.5% |
| All | -39.9% | +78.8% | -118.6% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling