-47.9%
AP vs VOO
+314.4%
-362.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.3% | +6.7% | +6.9% |
| 7D | +6.2% | -0.9% | +7.1% | +7.5% |
| 30D | -20.2% | -2.3% | -17.9% | -18.2% |
| 3M | -25.1% | -1.2% | -23.9% | -23.8% |
| 6M | -38.1% | +3.3% | -41.4% | -38.7% |
| YTD | +37.7% | +12.3% | +25.4% | +29.4% |
| 1Y | +259.8% | +12.5% | +247.3% | +237.3% |
| 3Y | +172.9% | +79.2% | +93.7% | +91.2% |
| 5Y | +45.1% | +75.7% | -30.6% | +2.0% |
| 10Y | -47.9% | +313.7% | -361.6% | -85.8% |
| All | -47.9% | +314.4% | -362.3% | -85.8% |
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