+281.6%
ABFL vs VOO
+319.6%
-38.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -1.8% | +0.1% | -1.8% | -1.8% |
| 3M | -2.2% | +2.0% | -4.2% | -3.9% |
| 6M | +12.1% | +13.0% | -0.9% | 0.0% |
| YTD | +15.4% | +13.6% | +1.8% | +2.5% |
| 1Y | +17.2% | +20.1% | -2.9% | -1.2% |
| 3Y | +57.0% | +77.6% | -20.5% | -8.2% |
| 5Y | +64.3% | +82.4% | -18.2% | -6.6% |
| All | +281.6% | +319.6% | -38.0% | -2.4% |
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