-97.2%
APLM vs VOO
+78.2%
-175.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.8% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +59.1% | +0.1% | +59.1% | +59.1% |
| 3M | +96.4% | +2.0% | +94.4% | +95.7% |
| 6M | +34.1% | +13.0% | +21.0% | +31.5% |
| YTD | +47.1% | +13.6% | +33.5% | +44.3% |
| 1Y | +401.7% | +20.1% | +381.7% | +389.3% |
| 3Y | -94.0% | +77.6% | -171.5% | -94.1% |
| All | -97.2% | +78.2% | -175.4% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling