-22.5%
AP vs VOO
+315.9%
-338.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -8.1% | +0.1% | -8.1% | -8.1% |
| 3M | -21.4% | +2.0% | -23.4% | -22.1% |
| 6M | -7.3% | +13.0% | -20.3% | -14.2% |
| YTD | +62.9% | +13.6% | +49.3% | +50.5% |
| 1Y | +210.0% | +20.1% | +189.9% | +174.9% |
| 3Y | +160.7% | +77.6% | +83.1% | +80.8% |
| 5Y | +87.5% | +82.4% | +5.0% | +26.5% |
| All | -22.5% | +315.9% | -338.4% | -80.4% |
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 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