-81.4%
APLZ vs VOO
+12.7%
-94.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.0% | -9.6% | +0.8% |
| 7D | +8.9% | +0.3% | +8.6% | +13.0% |
| 30D | +29.7% | +0.2% | +29.5% | +34.6% |
| 3M | +57.3% | +2.8% | +54.5% | +143.7% |
| 6M | -79.8% | +14.3% | -94.1% | +12.0% |
| All | -81.4% | +12.7% | -94.1% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling