+12.7%
ABR vs VOO
+803.9%
-791.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.1% | -6.2% |
| 7D | -21.7% | +3.3% | -25.0% | -24.0% |
| 30D | -53.7% | -2.7% | -51.1% | -52.2% |
| 3M | -74.3% | -1.7% | -72.5% | -73.7% |
| 6M | -76.4% | +3.1% | -79.5% | -76.9% |
| YTD | -81.5% | +11.9% | -93.5% | -83.2% |
| 1Y | -83.9% | +12.1% | -96.0% | -85.4% |
| 3Y | -85.5% | +78.6% | -164.1% | -91.4% |
| 5Y | -88.2% | +73.8% | -162.0% | -92.8% |
| 10Y | -49.6% | +312.3% | -361.9% | -83.6% |
| All | +12.7% | +803.9% | -791.1% | -80.1% |
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 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