+955.2%
APH vs VOO
+306.9%
+648.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | -5.0% | -0.6% | -4.5% | -4.1% |
| 30D | -8.4% | -3.6% | -4.7% | -3.9% |
| 3M | -4.5% | -2.7% | -1.8% | -0.8% |
| 6M | +25.3% | +2.2% | +23.0% | +23.4% |
| YTD | +18.9% | +10.9% | +8.0% | +7.3% |
| 1Y | +11.9% | +11.3% | +0.6% | +0.8% |
| 3Y | +278.0% | +76.9% | +201.0% | +110.4% |
| 5Y | +306.4% | +73.5% | +232.9% | +131.6% |
| 10Y | +955.2% | +307.7% | +647.5% | +165.4% |
| All | +955.2% | +306.9% | +648.3% | +165.4% |
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