+3,171.2%
APH vs VOO
+817.1%
+2,354.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.7% |
| 6M | +25.2% | +13.0% | +12.1% | +9.3% |
| YTD | +22.9% | +13.6% | +9.4% | +7.0% |
| 1Y | +47.8% | +20.1% | +27.8% | +21.3% |
| 3Y | +283.0% | +77.6% | +205.5% | +106.6% |
| 5Y | +349.7% | +82.4% | +267.2% | +136.0% |
| 10Y | +1,061.2% | +316.8% | +744.4% | +139.4% |
| All | +3,171.2% | +817.1% | +2,354.1% | +130.6% |
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 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