+535.2%
APG vs VOO
+186.2%
+349.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +1.5% |
| 7D | 0.0% | -0.9% | +0.9% | +1.4% |
| 30D | +9.0% | -2.3% | +11.4% | +12.4% |
| 3M | +2.7% | -1.2% | +3.8% | +4.3% |
| 6M | -0.2% | +3.3% | -3.5% | -4.0% |
| YTD | +15.1% | +12.3% | +2.8% | +0.1% |
| 1Y | +17.3% | +12.5% | +4.8% | +2.0% |
| 3Y | +135.2% | +79.2% | +56.0% | +16.3% |
| 5Y | +169.2% | +75.7% | +93.5% | +37.4% |
| All | +535.2% | +186.2% | +349.0% | +97.3% |
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