+40.7%
ABEV vs VOO
+817.1%
-776.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +5.6% | +0.1% | +5.5% | +5.5% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | -2.6% | +2.0% | -4.6% | -4.4% |
| 6M | +1.6% | +13.0% | -11.4% | -8.1% |
| YTD | +22.6% | +13.6% | +9.0% | +10.2% |
| 1Y | +38.3% | +20.1% | +18.2% | +18.4% |
| 3Y | +25.1% | +77.6% | -52.5% | -24.7% |
| 5Y | +21.0% | +82.4% | -61.5% | -30.2% |
| 10Y | -28.8% | +316.8% | -345.6% | -81.2% |
| All | +40.7% | +817.1% | -776.4% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling