-85.7%
ABR vs VOO
+78.5%
-164.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.2% |
| 7D | -20.5% | +2.6% | -23.1% | -22.6% |
| 30D | -51.0% | -2.0% | -49.0% | -49.6% |
| 3M | -74.9% | -2.8% | -72.1% | -73.9% |
| 6M | -76.8% | +2.2% | -79.0% | -77.1% |
| YTD | -81.8% | +11.5% | -93.3% | -83.4% |
| 1Y | -83.9% | +13.5% | -97.4% | -85.6% |
| 3Y | -85.7% | +78.1% | -163.7% | -94.0% |
| All | -85.7% | +78.5% | -164.1% | -94.0% |
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