+439.1%
APG vs VOO
+184.8%
+254.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | -6.6% | -2.0% | -4.6% | -4.3% |
| 30D | -12.8% | -1.7% | -11.2% | -11.0% |
| 3M | -9.6% | +4.7% | -14.4% | -14.6% |
| 6M | -10.1% | +12.6% | -22.7% | -22.2% |
| YTD | -2.3% | +11.8% | -14.1% | -14.6% |
| 1Y | +6.4% | +17.5% | -11.1% | -12.4% |
| 3Y | +108.4% | +77.0% | +31.4% | +4.5% |
| 5Y | +155.8% | +82.6% | +73.2% | +25.1% |
| All | +439.1% | +184.8% | +254.3% | +68.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling