+62.9%
APLE vs VOO
+340.5%
-277.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -5.3% | +0.1% | -5.4% | -5.4% |
| 30D | -5.3% | +0.1% | -5.3% | -5.4% |
| 3M | +1.0% | +2.0% | -1.0% | -1.4% |
| 6M | +29.7% | +13.0% | +16.6% | +13.5% |
| YTD | +37.8% | +13.6% | +24.3% | +19.9% |
| 1Y | +28.9% | +20.1% | +8.8% | +5.4% |
| 3Y | +28.4% | +77.6% | -49.2% | -31.1% |
| 5Y | +39.5% | +82.4% | -42.9% | -27.5% |
| 10Y | +43.7% | +316.8% | -273.1% | -63.9% |
| All | +62.9% | +340.5% | -277.7% | -61.4% |
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 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