-97.5%
APLM vs VOO
+77.2%
-174.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.6% | -10.3% | -10.8% |
| 7D | -9.1% | +0.5% | -9.6% | -9.1% |
| 30D | +45.0% | -0.9% | +45.9% | +45.2% |
| 3M | +75.0% | +3.9% | +71.1% | +74.1% |
| 6M | +22.1% | +14.5% | +7.6% | +19.7% |
| YTD | +31.1% | +13.0% | +18.1% | +28.8% |
| 1Y | +351.4% | +19.4% | +332.0% | +340.8% |
| 3Y | -94.0% | +78.9% | -172.9% | -94.2% |
| All | -97.5% | +77.2% | -174.7% | -97.5% |
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 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