+351.4%
APLM vs VOO
+19.5%
+332.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.6% | -10.3% | -10.4% |
| 7D | -9.1% | +0.5% | -9.6% | -9.3% |
| 30D | +45.0% | -0.9% | +45.9% | +46.0% |
| 3M | +75.0% | +3.9% | +71.1% | +71.7% |
| 6M | +22.1% | +14.5% | +7.6% | +14.9% |
| YTD | +31.1% | +13.0% | +18.1% | +27.0% |
| 1Y | +351.4% | +19.4% | +332.0% | +485.5% |
| All | +351.4% | +19.5% | +332.0% | +485.5% |
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