+1,430.8%
ABG vs VOO
+800.4%
+630.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -2.7% | +2.6% | -5.3% | -5.7% |
| 30D | +21.7% | -2.0% | +23.7% | +24.5% |
| 3M | -6.4% | -2.8% | -3.6% | -3.3% |
| 6M | +2.2% | +2.2% | +0.1% | -1.4% |
| YTD | -15.2% | +11.5% | -26.7% | -27.2% |
| 1Y | -11.7% | +13.5% | -25.2% | -25.8% |
| 3Y | -3.2% | +78.1% | -81.3% | -54.6% |
| 5Y | +6.7% | +73.1% | -66.4% | -47.7% |
| 10Y | +263.1% | +310.7% | -47.6% | -45.2% |
| All | +1,430.8% | +800.4% | +630.4% | -36.2% |
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 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