+73.5%
ABLD vs VOO
+76.8%
-3.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.7% |
| 7D | +1.4% | +0.5% | +0.8% | +1.0% |
| 30D | +2.9% | -0.9% | +3.9% | +3.6% |
| 3M | +8.4% | +3.9% | +4.5% | +5.3% |
| 6M | +4.7% | +14.5% | -9.9% | -5.4% |
| YTD | +15.4% | +13.0% | +2.5% | +5.4% |
| 1Y | +17.7% | +19.4% | -1.7% | +3.1% |
| 3Y | +39.7% | +78.9% | -39.2% | -9.9% |
| All | +73.5% | +76.8% | -3.3% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling