-97.1%
ABVC vs VOO
+75.1%
-172.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.7% |
| 7D | -0.8% | -0.9% | +0.1% | -0.1% |
| 30D | +1.2% | -2.3% | +3.6% | +3.0% |
| 3M | +0.7% | -1.2% | +1.9% | +1.8% |
| 6M | -2.7% | +3.3% | -6.1% | -4.8% |
| YTD | -53.4% | +12.3% | -65.7% | -56.9% |
| 1Y | -65.7% | +12.5% | -78.2% | -68.2% |
| 3Y | -6.4% | +79.2% | -85.6% | -31.4% |
| 5Y | -97.1% | +75.7% | -172.8% | -97.5% |
| All | -97.1% | +75.1% | -172.2% | -97.5% |
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 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