+98.9%
AAPB vs VOO
+91.5%
+7.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.6% | +7.8% | +8.5% |
| 7D | -1.3% | -2.0% | +0.7% | +3.0% |
| 30D | +13.6% | -1.7% | +15.3% | +17.6% |
| 3M | +19.6% | +4.7% | +14.9% | +6.7% |
| 6M | +45.7% | +12.6% | +33.2% | +10.6% |
| YTD | +30.8% | +11.8% | +19.0% | +1.1% |
| 1Y | +82.2% | +17.5% | +64.7% | +25.4% |
| 3Y | +110.2% | +77.0% | +33.3% | -37.5% |
| All | +98.9% | +91.5% | +7.4% | -49.0% |
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