+20.6%
ABR vs VOO
+806.9%
-786.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.3% | -6.7% | -6.6% |
| 7D | -22.3% | -0.9% | -21.4% | -21.7% |
| 30D | -50.9% | -2.3% | -48.5% | -49.4% |
| 3M | -73.2% | -1.2% | -72.0% | -72.7% |
| 6M | -77.8% | +3.3% | -81.1% | -78.3% |
| YTD | -80.2% | +12.3% | -92.6% | -82.1% |
| 1Y | -82.9% | +12.5% | -95.4% | -84.5% |
| 3Y | -84.5% | +79.2% | -163.7% | -90.8% |
| 5Y | -87.6% | +75.7% | -163.2% | -92.5% |
| 10Y | -46.2% | +313.7% | -359.8% | -82.6% |
| All | +20.6% | +806.9% | -786.4% | -78.8% |
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