-50.3%
AP vs VOO
+817.1%
-867.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 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% | -22.3% |
| 6M | -7.3% | +13.0% | -20.3% | -15.7% |
| YTD | +62.9% | +13.6% | +49.3% | +47.8% |
| 1Y | +210.0% | +20.1% | +189.9% | +166.9% |
| 3Y | +160.7% | +77.6% | +83.1% | +60.4% |
| 5Y | +87.5% | +82.4% | +5.0% | +9.9% |
| 10Y | -24.7% | +316.8% | -341.6% | -83.8% |
| All | -50.3% | +817.1% | -867.4% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling