+1,449.8%
ABG vs VOO
+803.9%
+645.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.6% |
| 7D | -3.6% | +3.3% | -6.9% | -7.4% |
| 30D | +21.3% | -2.7% | +24.0% | +25.2% |
| 3M | -4.7% | -1.7% | -2.9% | -2.9% |
| 6M | +3.1% | +3.1% | -0.1% | -1.8% |
| YTD | -14.2% | +11.9% | -26.1% | -26.6% |
| 1Y | -11.2% | +12.1% | -23.3% | -24.2% |
| 3Y | -1.0% | +78.6% | -79.6% | -53.7% |
| 5Y | +8.1% | +73.8% | -65.7% | -47.4% |
| 10Y | +267.6% | +312.3% | -44.7% | -44.8% |
| All | +1,449.8% | +803.9% | +645.9% | -35.7% |
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 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