-36.4%
ABUS vs VOO
+817.1%
-853.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +11.5% | +0.1% | +11.4% | +11.4% |
| 3M | +18.4% | +2.0% | +16.4% | +16.1% |
| 6M | +8.4% | +13.0% | -4.6% | -3.3% |
| YTD | +7.1% | +13.6% | -6.5% | -4.9% |
| 1Y | +28.4% | +20.1% | +8.4% | +8.4% |
| 3Y | +151.2% | +77.6% | +73.7% | +45.5% |
| 5Y | +51.0% | +82.4% | -31.4% | -14.9% |
| 10Y | +37.0% | +316.8% | -279.9% | -62.0% |
| All | -36.4% | +817.1% | -853.5% | -90.9% |
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