+52.2%
APLY vs VOO
+92.1%
-39.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.1% |
| 7D | +2.8% | -0.8% | +3.6% | +3.5% |
| 30D | +6.7% | -1.1% | +7.8% | +7.7% |
| 3M | +6.0% | +3.9% | +2.1% | +2.1% |
| 6M | +16.4% | +13.6% | +2.7% | +3.0% |
| YTD | +11.0% | +12.7% | -1.7% | -1.0% |
| 1Y | +25.1% | +17.6% | +7.5% | +6.9% |
| 3Y | +46.1% | +77.3% | -31.3% | -13.6% |
| All | +52.2% | +92.1% | -39.9% | -16.6% |
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 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