+355.9%
APH vs VOO
+82.6%
+273.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.3% |
| 7D | +5.0% | +0.1% | +4.8% | +4.8% |
| 30D | -3.9% | +0.1% | -3.9% | -4.0% |
| 3M | +13.0% | +2.0% | +11.0% | +10.5% |
| 6M | +25.2% | +13.0% | +12.1% | +8.0% |
| YTD | +22.9% | +13.6% | +9.4% | +5.8% |
| 1Y | +47.8% | +20.1% | +27.8% | +19.4% |
| 3Y | +283.0% | +77.6% | +205.5% | +103.3% |
| All | +355.9% | +82.6% | +273.4% | +135.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling