+125.8%
VOO vs ABCL
-80.4%
+206.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.4% | +1.6% |
| 7D | -0.9% | -2.7% | +1.8% | -0.7% |
| 30D | -2.3% | -5.4% | +3.1% | -2.1% |
| 3M | -1.2% | +22.4% | -23.6% | -3.1% |
| 6M | +3.3% | +127.6% | -124.3% | -4.5% |
| YTD | +12.3% | +249.4% | -237.1% | -0.4% |
| 1Y | +12.5% | +198.0% | -185.5% | +0.9% |
| 3Y | +79.2% | +195.8% | -116.6% | +55.0% |
| 5Y | +75.7% | -20.6% | +96.3% | +60.7% |
| All | +125.8% | -80.4% | +206.2% | +110.8% |
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