+24.1%
ABEV vs VOO
+81.6%
-57.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +0.7% | -0.4% | +1.0% | +0.9% |
| 30D | +2.4% | -1.4% | +3.8% | +3.2% |
| 3M | -3.3% | +3.7% | -7.0% | -5.3% |
| 6M | +0.6% | +13.0% | -12.4% | -6.0% |
| YTD | +22.2% | +12.4% | +9.8% | +14.3% |
| 1Y | +36.0% | +18.6% | +17.4% | +23.3% |
| 3Y | +27.0% | +78.1% | -51.1% | -11.1% |
| 5Y | +24.1% | +82.3% | -58.1% | -14.9% |
| All | +24.1% | +81.6% | -57.5% | -14.9% |
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