+84.8%
APLE vs VOO
+311.2%
-226.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.3% |
| 7D | +7.3% | +3.3% | +4.0% | +3.6% |
| 30D | +18.1% | -2.7% | +20.8% | +21.6% |
| 3M | +25.5% | -1.7% | +27.3% | +27.7% |
| 6M | +44.9% | +3.1% | +41.8% | +39.4% |
| YTD | +73.6% | +11.9% | +61.7% | +52.4% |
| 1Y | +77.0% | +12.1% | +64.9% | +55.0% |
| 3Y | +51.4% | +78.6% | -27.2% | -21.5% |
| 5Y | +66.6% | +73.8% | -7.2% | -11.1% |
| All | +84.8% | +311.2% | -226.4% | -53.4% |
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