+99.0%
APLE vs VOO
+321.7%
-222.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.7% |
| 7D | +1.9% | -2.7% | +4.7% | +4.9% |
| 30D | +18.2% | -5.4% | +23.6% | +25.2% |
| 3M | +19.7% | -4.1% | +23.8% | +24.9% |
| 6M | +38.7% | +0.7% | +38.0% | +36.9% |
| YTD | +68.4% | +8.7% | +59.6% | +53.1% |
| 1Y | +79.7% | +11.0% | +68.8% | +59.7% |
| 3Y | +39.1% | +75.5% | -36.4% | -24.5% |
| 5Y | +54.6% | +68.4% | -13.8% | -12.5% |
| 10Y | +83.8% | +315.7% | -231.9% | -53.2% |
| All | +99.0% | +321.7% | -222.7% | -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 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