-98.1%
APLM vs VOO
+70.5%
-168.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.8% |
| 7D | -8.2% | -2.7% | -5.5% | -7.6% |
| 30D | -11.6% | -5.4% | -6.3% | -10.6% |
| 3M | +11.8% | -4.1% | +15.8% | +12.7% |
| 6M | +24.7% | +0.7% | +23.9% | +24.8% |
| YTD | +1.6% | +8.7% | -7.1% | +0.7% |
| 1Y | +42.6% | +11.0% | +31.7% | +40.9% |
| 3Y | -76.8% | +75.5% | -152.3% | -77.1% |
| All | -98.1% | +70.5% | -168.6% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling