+12.4%
APD vs VOO
+75.5%
-63.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.7% |
| 7D | -3.7% | -2.7% | -1.0% | -2.2% |
| 30D | +9.6% | -5.4% | +15.0% | +12.9% |
| 3M | +1.6% | -4.1% | +5.7% | +3.8% |
| 6M | +2.2% | +0.7% | +1.4% | +1.2% |
| YTD | +25.9% | +8.7% | +17.1% | +18.8% |
| 1Y | +20.1% | +11.0% | +9.2% | +11.7% |
| 3Y | +12.4% | +75.5% | -63.1% | -24.0% |
| All | +12.4% | +75.5% | -63.1% | -24.0% |
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 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