+6.9%
ABUS vs VOO
+73.4%
-66.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | -0.7% |
| 7D | -7.0% | +0.1% | -7.1% | -6.8% |
| 30D | -11.8% | -3.3% | -8.5% | -8.7% |
| 3M | -19.7% | -2.4% | -17.3% | -17.6% |
| 6M | -14.3% | +2.6% | -16.9% | -16.3% |
| YTD | -22.7% | +11.3% | -33.9% | -30.1% |
| 1Y | -17.3% | +13.4% | -30.8% | -26.6% |
| 3Y | +106.7% | +80.3% | +26.4% | +15.7% |
| All | +6.9% | +73.4% | -66.5% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling