+37.7%
ABM vs VOO
+79.1%
-41.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +7.9% |
| 7D | +9.0% | +0.5% | +8.5% | +8.6% |
| 30D | +4.2% | -0.9% | +5.2% | +4.9% |
| 3M | +20.0% | +3.9% | +16.1% | +16.4% |
| 6M | +17.1% | +14.5% | +2.5% | +4.6% |
| YTD | +22.1% | +13.0% | +9.2% | +10.3% |
| 1Y | +10.9% | +19.4% | -8.6% | -4.7% |
| 3Y | +37.7% | +78.9% | -41.1% | -22.0% |
| All | +37.7% | +79.1% | -41.4% | -22.0% |
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