+6.5%
APMU vs VOO
+92.8%
-86.3%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.4% | +3.3% | -3.7% | -0.5% |
| 30D | +1.9% | -2.7% | +4.6% | +1.9% |
| 3M | -0.2% | -1.7% | +1.5% | -0.2% |
| 6M | -0.3% | +3.1% | -3.4% | -0.3% |
| YTD | -0.1% | +11.9% | -12.0% | -0.3% |
| 1Y | +0.1% | +12.1% | -11.9% | -0.1% |
| 3Y | +9.3% | +78.6% | -69.3% | +7.1% |
| All | +6.5% | +92.8% | -86.3% | +3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling