+528.0%
ABT vs VOO
+800.4%
-272.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | -1.3% | +2.6% | -3.9% | -3.2% |
| 30D | +6.0% | -2.0% | +8.0% | +7.4% |
| 3M | -1.9% | -2.8% | +0.9% | -0.1% |
| 6M | +31.2% | +2.2% | +29.0% | +28.2% |
| YTD | -11.2% | +11.5% | -22.8% | -19.1% |
| 1Y | -14.0% | +13.5% | -27.5% | -22.7% |
| 3Y | +20.7% | +78.1% | -57.4% | -26.2% |
| 5Y | -6.7% | +73.1% | -79.8% | -42.2% |
| 10Y | +226.3% | +310.7% | -84.4% | -3.0% |
| All | +528.0% | +800.4% | -272.5% | +16.5% |
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