-7.4%
AAPG vs VOO
+27.6%
-35.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.3% | -4.1% |
| 7D | -8.6% | -0.8% | -7.8% | -8.0% |
| 30D | -15.1% | -1.1% | -14.1% | -14.3% |
| 3M | -5.9% | +3.9% | -9.8% | -8.4% |
| 6M | -33.5% | +13.6% | -47.2% | -39.4% |
| YTD | -38.6% | +12.7% | -51.4% | -43.7% |
| 1Y | -59.6% | +17.6% | -77.2% | -63.8% |
| All | -7.4% | +27.6% | -35.0% | -25.0% |
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 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