-56.6%
AAPG vs VOO
+12.1%
-68.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.2% |
| 7D | -5.2% | +2.6% | -7.8% | -8.2% |
| 30D | -1.5% | -2.0% | +0.4% | +0.7% |
| 3M | -23.1% | -2.8% | -20.3% | -20.4% |
| 6M | -31.6% | +2.2% | -33.8% | -33.2% |
| YTD | -44.3% | +11.5% | -55.8% | -51.9% |
| 1Y | -56.6% | +13.5% | -70.1% | -63.4% |
| All | -56.6% | +12.1% | -68.7% | -63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling