-68.7%
APLZ vs VOO
+7.5%
-76.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +0.3% | -19.0% | -16.1% |
| 7D | +13.0% | -2.7% | +15.7% | -7.1% |
| 30D | +65.5% | -5.4% | +70.9% | +14.6% |
| 3M | +88.0% | -4.1% | +92.1% | +51.0% |
| 6M | +84.7% | +0.7% | +83.9% | +193.1% |
| All | -68.7% | +7.5% | -76.1% | +33.8% |
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