+551.0%
APD vs VOO
+795.4%
-244.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | +11.0% | -3.6% | +14.7% | +14.6% |
| 3M | +2.0% | -2.7% | +4.7% | +4.3% |
| 6M | +7.1% | +2.2% | +4.8% | +4.2% |
| YTD | +29.8% | +10.9% | +18.9% | +16.5% |
| 1Y | +24.0% | +11.3% | +12.7% | +10.9% |
| 3Y | +27.2% | +76.9% | -49.7% | -28.0% |
| 5Y | +12.8% | +73.5% | -60.7% | -35.7% |
| 10Y | +185.0% | +307.7% | -122.7% | -33.3% |
| All | +551.0% | +795.4% | -244.4% | -32.3% |
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