+46.0%
ABM vs VOO
+79.7%
-33.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.8% |
| 7D | -0.8% | -0.9% | +0.1% | -0.3% |
| 30D | +8.2% | -2.3% | +10.5% | +9.8% |
| 3M | +13.1% | -1.2% | +14.3% | +13.7% |
| 6M | +39.5% | +3.3% | +36.2% | +35.2% |
| YTD | +31.8% | +12.3% | +19.5% | +19.5% |
| 1Y | +31.4% | +12.5% | +18.9% | +18.8% |
| All | +46.0% | +79.7% | -33.7% | -31.1% |
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