+477.7%
APGE vs VOO
+73.8%
+403.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +1.2% |
| 7D | +0.2% | -1.5% | +1.8% | +2.2% |
| 30D | +51.5% | +0.6% | +50.9% | +50.0% |
| 3M | +45.3% | +5.0% | +40.3% | +35.8% |
| 6M | +65.9% | +8.1% | +57.8% | +48.8% |
| YTD | +77.5% | +9.6% | +67.9% | +56.2% |
| 1Y | +243.5% | +19.8% | +223.7% | +168.9% |
| All | +477.7% | +73.8% | +403.9% | +158.8% |
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