+251.1%
APAM vs VOO
+309.6%
-58.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.3% |
| 7D | -1.8% | +2.6% | -4.4% | -5.0% |
| 30D | +21.1% | -2.0% | +23.1% | +23.7% |
| 3M | -8.2% | -2.8% | -5.4% | -5.5% |
| 6M | +8.5% | +2.2% | +6.3% | +4.6% |
| YTD | +1.9% | +11.5% | -9.7% | -12.2% |
| 1Y | -2.6% | +13.5% | -16.1% | -18.0% |
| 3Y | +35.7% | +78.1% | -42.4% | -35.9% |
| 5Y | +15.0% | +73.1% | -58.2% | -43.1% |
| All | +251.1% | +309.6% | -58.5% | -40.1% |
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