+35.9%
APAM vs VOO
+79.7%
-43.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -5.7% |
| 7D | -4.9% | -0.9% | -4.0% | -4.1% |
| 30D | +18.7% | -2.3% | +21.0% | +21.5% |
| 3M | -9.4% | -1.2% | -8.3% | -8.7% |
| 6M | +6.5% | +3.3% | +3.2% | +1.6% |
| YTD | +2.0% | +12.3% | -10.3% | -11.9% |
| 1Y | -6.1% | +12.5% | -18.6% | -19.2% |
| All | +35.9% | +79.7% | -43.9% | -39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling