+506.9%
ABT vs VOO
+812.0%
-305.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.2% |
| 7D | -3.1% | +0.5% | -3.7% | -3.5% |
| 30D | -2.1% | -0.9% | -1.2% | -1.5% |
| 3M | +17.4% | +3.9% | +13.5% | +13.7% |
| 6M | -2.4% | +14.5% | -16.9% | -12.4% |
| YTD | -14.2% | +13.0% | -27.2% | -22.3% |
| 1Y | -18.3% | +19.4% | -37.8% | -29.3% |
| 3Y | +11.5% | +78.9% | -67.4% | -32.0% |
| 5Y | -9.9% | +82.3% | -92.2% | -46.3% |
| 10Y | +204.4% | +314.2% | -109.8% | -9.8% |
| All | +506.9% | +812.0% | -305.1% | +11.8% |
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