+106.1%
AAPB vs VOO
+93.1%
+13.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +1.8% |
| 7D | +7.7% | -0.8% | +8.5% | +9.5% |
| 30D | +20.0% | -1.1% | +21.0% | +22.7% |
| 3M | +21.2% | +3.9% | +17.3% | +10.3% |
| 6M | +51.0% | +13.6% | +37.4% | +12.3% |
| YTD | +35.5% | +12.7% | +22.8% | +3.0% |
| 1Y | +83.7% | +17.6% | +66.1% | +26.6% |
| 3Y | +115.2% | +77.3% | +37.9% | -36.2% |
| All | +106.1% | +93.1% | +13.0% | -48.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling