+99.1%
APLE vs VOO
+306.9%
-207.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.8% |
| 7D | +8.1% | -0.6% | +8.7% | +8.8% |
| 30D | +24.1% | -3.6% | +27.8% | +29.2% |
| 3M | +30.1% | -2.7% | +32.9% | +33.9% |
| 6M | +46.9% | +2.2% | +44.6% | +42.6% |
| YTD | +79.8% | +10.9% | +68.9% | +59.5% |
| 1Y | +82.5% | +11.3% | +71.2% | +61.0% |
| 3Y | +56.8% | +76.9% | -20.1% | -17.8% |
| 5Y | +69.6% | +73.5% | -3.9% | -9.3% |
| 10Y | +99.1% | +307.7% | -208.6% | -48.7% |
| All | +99.1% | +306.9% | -207.8% | -48.7% |
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