+291.1%
APGE vs VOO
+69.9%
+221.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.4% |
| 7D | +2.8% | +2.3% | +0.5% | -0.2% |
| 30D | -0.1% | +9.1% | -9.2% | -10.7% |
| 3M | +33.4% | +7.1% | +26.3% | +22.0% |
| 6M | +51.8% | +10.6% | +41.2% | +33.0% |
| YTD | +10.0% | +8.5% | +1.5% | -1.3% |
| 1Y | +119.6% | +32.1% | +87.5% | +53.4% |
| All | +291.1% | +69.9% | +221.2% | +104.0% |
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