-75.3%
APLX vs VOO
+17.9%
-93.2%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | -0.4% | -11.1% | -8.5% |
| 7D | +3.6% | +2.6% | +1.0% | -13.3% |
| 30D | -47.3% | -2.0% | -45.3% | -30.5% |
| 3M | -79.5% | -2.8% | -76.8% | -70.2% |
| 6M | -93.1% | +2.2% | -95.3% | -92.3% |
| YTD | -85.6% | +11.5% | -97.2% | -90.0% |
| 1Y | -86.3% | +13.5% | -99.8% | -91.0% |
| All | -75.3% | +17.9% | -93.2% | -87.6% |
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