+524.0%
APD vs VOO
+817.1%
-293.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +2.1% | +0.1% | +2.0% | +2.0% |
| 3M | +7.2% | +2.0% | +5.2% | +4.9% |
| 6M | +11.2% | +13.0% | -1.8% | -1.5% |
| YTD | +24.4% | +13.6% | +10.8% | +9.6% |
| 1Y | +6.7% | +20.1% | -13.4% | -11.1% |
| 3Y | +9.2% | +77.6% | -68.3% | -38.2% |
| 5Y | +27.4% | +82.4% | -55.1% | -30.7% |
| 10Y | +164.8% | +316.8% | -152.0% | -39.1% |
| All | +524.0% | +817.1% | -293.1% | -36.4% |
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