+272.6%
ABFL vs VOO
+312.8%
-40.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -2.1% | -2.0% | -0.1% | -0.3% |
| 30D | -4.4% | -1.7% | -2.8% | -2.9% |
| 3M | +1.3% | +4.7% | -3.5% | -3.0% |
| 6M | +10.3% | +12.6% | -2.3% | -1.3% |
| YTD | +12.7% | +11.8% | +0.9% | +1.6% |
| 1Y | +12.8% | +17.5% | -4.7% | -2.9% |
| 3Y | +54.6% | +77.0% | -22.3% | -9.3% |
| 5Y | +63.5% | +82.6% | -19.1% | -7.0% |
| All | +272.6% | +312.8% | -40.3% | -3.2% |
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