-66.3%
AP vs VOO
+777.9%
-844.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.3% |
| 7D | -23.5% | -2.7% | -20.8% | -21.1% |
| 30D | -36.1% | -5.4% | -30.7% | -32.1% |
| 3M | -37.9% | -4.1% | -33.9% | -34.8% |
| 6M | -51.0% | +0.7% | -51.8% | -50.5% |
| YTD | +10.5% | +8.7% | +1.8% | +5.5% |
| 1Y | +205.2% | +11.0% | +194.2% | +185.5% |
| 3Y | +105.9% | +75.5% | +30.5% | +29.4% |
| 5Y | +17.3% | +68.4% | -51.0% | -25.0% |
| 10Y | -43.0% | +315.7% | -358.7% | -87.8% |
| All | -66.3% | +777.9% | -844.1% | -98.0% |
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