+258.1%
ABM vs VOO
+806.9%
-548.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -2.2% |
| 7D | -0.8% | -0.9% | +0.1% | -0.1% |
| 30D | +8.2% | -2.3% | +10.5% | +10.5% |
| 3M | +13.1% | -1.2% | +14.3% | +13.9% |
| 6M | +39.5% | +3.3% | +36.2% | +33.5% |
| YTD | +31.8% | +12.3% | +19.5% | +15.8% |
| 1Y | +31.4% | +12.5% | +18.9% | +15.0% |
| 3Y | +45.2% | +79.2% | -34.0% | -22.1% |
| 5Y | +24.3% | +75.7% | -51.4% | -32.9% |
| 10Y | +58.6% | +313.7% | -255.1% | -65.4% |
| All | +258.1% | +806.9% | -548.8% | -71.0% |
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 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