+41.3%
ABUS vs VOO
+315.3%
-274.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | +1.4% | -0.4% | +1.7% | +1.7% |
| 30D | +12.6% | -1.4% | +14.0% | +14.2% |
| 3M | +21.6% | +3.7% | +17.9% | +17.2% |
| 6M | +9.5% | +13.0% | -3.5% | -2.9% |
| YTD | +7.5% | +12.4% | -5.0% | -4.2% |
| 1Y | +19.4% | +18.6% | +0.8% | +1.2% |
| 3Y | +146.2% | +78.1% | +68.1% | +37.8% |
| 5Y | +33.6% | +82.3% | -48.7% | -27.2% |
| 10Y | +41.3% | +322.5% | -281.3% | -61.7% |
| All | +41.3% | +315.3% | -274.1% | -61.7% |
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