-51.1%
AAPD vs VOO
+93.1%
-144.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -0.8% |
| 7D | -3.9% | -0.8% | -3.2% | -4.8% |
| 30D | -8.9% | -1.1% | -7.8% | -10.0% |
| 3M | -12.0% | +3.9% | -15.9% | -8.0% |
| 6M | -22.2% | +13.6% | -35.9% | -8.9% |
| YTD | -19.1% | +12.7% | -31.8% | -5.9% |
| 1Y | -31.0% | +17.6% | -48.6% | -15.1% |
| 3Y | -46.7% | +77.3% | -124.0% | +17.7% |
| All | -51.1% | +93.1% | -144.2% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling