+31.1%
ABEV vs VOO
+806.9%
-775.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.1% |
| 7D | +1.4% | -0.9% | +2.4% | +2.0% |
| 30D | -13.3% | -2.3% | -11.0% | -12.0% |
| 3M | -0.9% | -1.2% | +0.2% | -0.4% |
| 6M | -14.0% | +3.3% | -17.3% | -16.8% |
| YTD | +14.2% | +12.3% | +1.9% | +3.2% |
| 1Y | +11.5% | +12.5% | -1.0% | +0.5% |
| 3Y | +18.7% | +79.2% | -60.5% | -29.5% |
| 5Y | +10.9% | +75.7% | -64.8% | -34.0% |
| 10Y | -21.3% | +313.7% | -335.0% | -79.2% |
| All | +31.1% | +806.9% | -775.9% | -83.6% |
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