+74.9%
ABR vs VOO
+325.3%
-250.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.7% |
| 7D | -10.1% | -0.8% | -9.3% | -9.4% |
| 30D | -6.6% | -1.1% | -5.5% | -5.5% |
| 3M | -5.5% | +3.9% | -9.4% | -9.2% |
| 6M | -37.1% | +13.6% | -50.7% | -44.8% |
| YTD | -32.9% | +12.7% | -45.6% | -40.7% |
| 1Y | -54.7% | +17.6% | -72.3% | -61.7% |
| 3Y | -57.0% | +77.3% | -134.4% | -76.3% |
| 5Y | -53.2% | +84.1% | -137.3% | -75.2% |
| All | +74.9% | +325.3% | -250.4% | -50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling