+282.2%
APH vs VOO
+67.9%
+214.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.7% |
| 7D | -5.9% | -2.7% | -3.2% | -2.5% |
| 30D | -14.8% | -5.4% | -9.4% | -8.3% |
| 3M | -12.4% | -4.1% | -8.4% | -7.2% |
| 6M | +8.1% | +0.7% | +7.3% | +8.1% |
| YTD | +10.9% | +8.7% | +2.2% | +1.4% |
| 1Y | +8.8% | +11.0% | -2.2% | -2.7% |
| 3Y | +262.1% | +75.5% | +186.6% | +97.9% |
| All | +282.2% | +67.9% | +214.3% | +119.9% |
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