-49.4%
AP vs VOO
+317.9%
-367.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | -0.1% |
| 7D | -20.6% | +0.1% | -20.7% | -20.5% |
| 30D | -35.1% | -3.3% | -31.8% | -33.0% |
| 3M | -36.9% | -2.4% | -34.5% | -35.2% |
| 6M | -50.8% | +2.6% | -53.4% | -51.0% |
| YTD | +12.6% | +11.3% | +1.3% | +6.6% |
| 1Y | +224.3% | +13.4% | +210.9% | +202.6% |
| 3Y | +114.3% | +80.3% | +34.0% | +49.8% |
| 5Y | +18.3% | +72.7% | -54.4% | -15.7% |
| 10Y | -49.4% | +310.0% | -359.4% | -84.8% |
| All | -49.4% | +317.9% | -367.3% | -84.8% |
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