-45.1%
AP vs VOO
+309.9%
-355.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.3% |
| 7D | -23.5% | -2.7% | -20.8% | -21.5% |
| 30D | -36.1% | -5.4% | -30.7% | -32.8% |
| 3M | -37.9% | -4.1% | -33.9% | -35.3% |
| 6M | -51.0% | +0.7% | -51.8% | -50.5% |
| YTD | +10.5% | +8.7% | +1.8% | +6.6% |
| 1Y | +205.2% | +11.0% | +194.2% | +189.9% |
| 3Y | +105.9% | +75.5% | +30.5% | +46.8% |
| 5Y | +17.3% | +68.4% | -51.0% | -14.9% |
| All | -45.1% | +309.9% | -355.0% | -87.7% |
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