+124.1%
APG vs VOO
+79.1%
+45.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | +2.8% | +0.5% | +2.2% | +2.1% |
| 30D | -3.6% | -0.9% | -2.7% | -2.5% |
| 3M | -4.7% | +3.9% | -8.6% | -9.1% |
| 6M | -4.0% | +14.5% | -18.5% | -18.7% |
| YTD | +5.1% | +13.0% | -7.9% | -9.5% |
| 1Y | +14.2% | +19.4% | -5.2% | -7.9% |
| 3Y | +124.1% | +78.9% | +45.2% | +7.2% |
| All | +124.1% | +79.1% | +45.0% | +7.2% |
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