-28.2%
ABEV vs VOO
+325.3%
-353.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.3% |
| 7D | 0.0% | -0.8% | +0.8% | +0.6% |
| 30D | +7.1% | -1.1% | +8.2% | +7.9% |
| 3M | -5.9% | +3.9% | -9.8% | -8.7% |
| 6M | +1.3% | +13.6% | -12.3% | -8.0% |
| YTD | +22.6% | +12.7% | +9.9% | +11.9% |
| 1Y | +32.3% | +17.6% | +14.7% | +16.7% |
| 3Y | +24.6% | +77.3% | -52.7% | -21.7% |
| 5Y | +26.2% | +84.1% | -57.9% | -24.3% |
| All | -28.2% | +325.3% | -353.5% | -80.5% |
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 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