+261.4%
ABM vs VOO
+803.9%
-542.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | +2.0% | +3.3% | -1.2% | -1.2% |
| 30D | +8.0% | -2.7% | +10.7% | +10.7% |
| 3M | +13.8% | -1.7% | +15.5% | +15.3% |
| 6M | +41.3% | +3.1% | +38.2% | +35.5% |
| YTD | +33.0% | +11.9% | +21.0% | +17.2% |
| 1Y | +33.0% | +12.1% | +20.9% | +16.8% |
| 3Y | +46.5% | +78.6% | -32.1% | -21.1% |
| 5Y | +25.5% | +73.8% | -48.3% | -31.5% |
| 10Y | +60.1% | +312.3% | -252.2% | -65.0% |
| All | +261.4% | +803.9% | -542.5% | -70.6% |
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