+133.5%
AAPU vs VOO
+96.1%
+37.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.6% | +1.7% |
| 7D | +7.5% | -0.8% | +8.3% | +9.2% |
| 30D | +19.2% | -1.1% | +20.3% | +21.8% |
| 3M | +20.6% | +3.9% | +16.7% | +10.4% |
| 6M | +49.7% | +13.6% | +36.1% | +13.4% |
| YTD | +34.0% | +12.7% | +21.2% | +3.6% |
| 1Y | +80.3% | +17.6% | +62.7% | +27.4% |
| 3Y | +124.7% | +77.3% | +47.4% | -25.2% |
| All | +133.5% | +96.1% | +37.3% | -34.8% |
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