+355.3%
ABR vs VOO
+817.1%
-461.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.5% |
| 7D | +3.8% | +0.1% | +3.6% | +3.7% |
| 30D | +4.9% | +0.1% | +4.9% | +4.9% |
| 3M | -2.4% | +2.0% | -4.4% | -4.3% |
| 6M | -34.6% | +13.0% | -47.6% | -41.5% |
| YTD | -25.4% | +13.6% | -39.0% | -33.6% |
| 1Y | -49.6% | +20.1% | -69.6% | -57.3% |
| 3Y | -52.7% | +77.6% | -130.3% | -71.9% |
| 5Y | -48.8% | +82.4% | -131.3% | -70.3% |
| 10Y | +90.1% | +316.8% | -226.8% | -39.4% |
| All | +355.3% | +817.1% | -461.8% | -21.3% |
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