+883.4%
APH vs VOO
+309.9%
+573.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.8% |
| 7D | -5.9% | -2.7% | -3.2% | -2.8% |
| 30D | -14.8% | -5.4% | -9.4% | -8.9% |
| 3M | -12.4% | -4.1% | -8.4% | -7.7% |
| 6M | +8.1% | +0.7% | +7.3% | +8.1% |
| YTD | +10.9% | +8.7% | +2.2% | +2.3% |
| 1Y | +8.8% | +11.0% | -2.2% | -1.7% |
| 3Y | +262.1% | +75.5% | +186.6% | +103.4% |
| 5Y | +283.1% | +68.4% | +214.8% | +125.5% |
| All | +883.4% | +309.9% | +573.5% | +148.6% |
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