+94.6%
APLE vs VOO
+314.4%
-219.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -3.2% |
| 7D | +5.2% | -0.9% | +6.1% | +6.2% |
| 30D | +22.5% | -2.3% | +24.9% | +25.6% |
| 3M | +29.0% | -1.2% | +30.1% | +30.4% |
| 6M | +47.8% | +3.3% | +44.5% | +41.8% |
| YTD | +76.6% | +12.3% | +64.2% | +54.4% |
| 1Y | +78.3% | +12.5% | +65.8% | +55.5% |
| 3Y | +54.0% | +79.2% | -25.2% | -20.5% |
| 5Y | +68.7% | +75.7% | -7.0% | -11.1% |
| 10Y | +94.6% | +313.7% | -219.0% | -50.7% |
| All | +94.6% | +314.4% | -219.8% | -50.7% |
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