+401.7%
APLM vs VOO
+20.9%
+380.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.5% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +59.1% | +0.1% | +59.1% | +58.9% |
| 3M | +96.4% | +2.0% | +94.4% | +93.2% |
| 6M | +34.1% | +13.0% | +21.0% | +27.1% |
| YTD | +47.1% | +13.6% | +33.5% | +41.4% |
| 1Y | +401.7% | +20.1% | +381.7% | +488.5% |
| All | +401.7% | +20.9% | +380.8% | +488.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling