+310.7%
VOO vs ABT
+226.5%
+84.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | +2.6% | -1.3% | +3.9% | +3.1% |
| 30D | -2.0% | +6.0% | -8.0% | -4.5% |
| 3M | -2.8% | -1.9% | -0.9% | -2.4% |
| 6M | +2.2% | +31.2% | -29.0% | -10.1% |
| YTD | +11.5% | -11.2% | +22.8% | +15.8% |
| 1Y | +13.5% | -14.0% | +27.5% | +19.4% |
| 3Y | +78.1% | +20.7% | +57.4% | +54.4% |
| 5Y | +73.1% | -6.7% | +79.8% | +69.3% |
| All | +310.7% | +226.5% | +84.1% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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