-2.0%
ABG vs VOO
+79.1%
-81.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.7% |
| 7D | -3.6% | +3.3% | -6.9% | -6.8% |
| 30D | +21.3% | -2.7% | +24.0% | +24.6% |
| 3M | -4.7% | -1.7% | -2.9% | -3.1% |
| 6M | +3.1% | +3.1% | -0.1% | -1.1% |
| YTD | -14.2% | +11.9% | -26.1% | -25.3% |
| 1Y | -11.2% | +12.1% | -23.3% | -22.8% |
| All | -2.0% | +79.1% | -81.1% | -62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling