-16.1%
ABG vs VOO
+20.9%
-37.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.1% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | +14.3% | +2.0% | +12.2% | +13.0% |
| 6M | +2.2% | +13.0% | -10.8% | -7.1% |
| YTD | -6.6% | +13.6% | -20.1% | -15.6% |
| 1Y | -16.1% | +20.1% | -36.2% | -29.7% |
| All | -16.1% | +20.9% | -37.0% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling