+127.0%
VOO vs ABCL
-81.2%
+208.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | +0.5% | +1.4% | -0.9% | +0.4% |
| 30D | -0.9% | +65.1% | -66.0% | -5.1% |
| 3M | +3.9% | +111.1% | -107.2% | -2.8% |
| 6M | +14.5% | +231.6% | -217.1% | +2.9% |
| YTD | +13.0% | +234.5% | -221.6% | +0.9% |
| 1Y | +19.4% | +174.3% | -154.9% | +7.7% |
| 3Y | +78.9% | +111.5% | -32.6% | +58.9% |
| 5Y | +82.3% | -37.3% | +119.6% | +68.1% |
| All | +127.0% | -81.2% | +208.3% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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