+516.3%
APG vs VOO
+182.6%
+333.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.0% |
| 7D | -7.8% | -0.6% | -7.3% | -7.1% |
| 30D | +6.0% | -3.6% | +9.6% | +11.0% |
| 3M | +1.0% | -2.7% | +3.7% | +4.5% |
| 6M | -3.0% | +2.2% | -5.2% | -5.5% |
| YTD | +11.7% | +10.9% | +0.8% | -1.4% |
| 1Y | +13.6% | +11.3% | +2.2% | -0.1% |
| 3Y | +128.2% | +76.9% | +51.3% | +14.5% |
| 5Y | +166.8% | +73.5% | +93.3% | +38.3% |
| All | +516.3% | +182.6% | +333.7% | +94.4% |
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 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