+190.7%
APD vs VOO
+314.4%
-123.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | -0.2% |
| 7D | -1.2% | -0.9% | -0.2% | -0.4% |
| 30D | +11.0% | -2.3% | +13.4% | +13.1% |
| 3M | +2.6% | -1.2% | +3.7% | +3.3% |
| 6M | +4.8% | +3.3% | +1.5% | +1.3% |
| YTD | +31.0% | +12.3% | +18.7% | +17.1% |
| 1Y | +23.4% | +12.5% | +10.9% | +10.1% |
| 3Y | +28.4% | +79.2% | -50.8% | -25.9% |
| 5Y | +15.2% | +75.7% | -60.5% | -32.8% |
| 10Y | +190.7% | +313.7% | -123.0% | -27.8% |
| All | +190.7% | +314.4% | -123.7% | -27.8% |
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