-76.8%
APLM vs VOO
+75.5%
-152.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.7% |
| 7D | -8.2% | -2.7% | -5.5% | -6.5% |
| 30D | -11.6% | -5.4% | -6.3% | -8.8% |
| 3M | +11.8% | -4.1% | +15.8% | +14.4% |
| 6M | +24.7% | +0.7% | +23.9% | +24.6% |
| YTD | +1.6% | +8.7% | -7.1% | -1.9% |
| 1Y | +42.6% | +11.0% | +31.7% | +36.4% |
| 3Y | -76.8% | +75.5% | -152.3% | -80.3% |
| All | -76.8% | +75.5% | -152.3% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling