+197.1%
ABT vs VOO
+325.3%
-128.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.0% |
| 7D | -5.9% | -0.8% | -5.1% | -5.4% |
| 30D | -8.1% | -1.1% | -7.0% | -7.4% |
| 3M | +14.5% | +3.9% | +10.6% | +11.0% |
| 6M | -6.3% | +13.6% | -19.9% | -15.3% |
| YTD | -17.1% | +12.7% | -29.8% | -24.7% |
| 1Y | -21.4% | +17.6% | -38.9% | -31.0% |
| 3Y | +5.9% | +77.3% | -71.4% | -35.1% |
| 5Y | -12.8% | +84.1% | -96.9% | -48.7% |
| All | +197.1% | +325.3% | -128.2% | -25.0% |
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 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