-99.7%
ABVC vs VOO
+315.9%
-415.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.0% |
| 7D | +15.7% | +0.1% | +15.6% | +15.6% |
| 30D | -5.0% | +0.1% | -5.0% | -5.0% |
| 3M | -33.3% | +2.0% | -35.3% | -33.2% |
| 6M | -33.8% | +13.0% | -46.8% | -32.9% |
| YTD | -54.9% | +13.6% | -68.5% | -54.3% |
| 1Y | -64.7% | +20.1% | -84.8% | -63.9% |
| 3Y | -22.6% | +77.6% | -100.1% | -10.8% |
| 5Y | -97.0% | +82.4% | -179.5% | -96.7% |
| All | -99.7% | +315.9% | -415.6% | -99.5% |
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 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