+49.2%
AAPW vs VOO
+18.2%
+31.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.4% |
| 7D | +4.6% | -0.8% | +5.4% | +5.3% |
| 30D | +11.9% | -1.1% | +12.9% | +12.8% |
| 3M | +13.8% | +3.9% | +9.9% | +9.9% |
| 6M | +31.4% | +13.6% | +17.8% | +15.4% |
| YTD | +23.4% | +12.7% | +10.7% | +9.8% |
| 1Y | +49.2% | +17.6% | +31.6% | +24.0% |
| All | +49.2% | +18.2% | +31.0% | +24.0% |
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 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