+1,804.4%
APO vs VOO
+664.2%
+1,140.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +3.5% | +0.1% | +3.4% | +3.4% |
| 3M | +4.5% | +2.0% | +2.5% | +1.8% |
| 6M | +22.8% | +13.0% | +9.7% | +4.4% |
| YTD | -6.5% | +13.6% | -20.1% | -20.7% |
| 1Y | +0.8% | +20.1% | -19.2% | -20.5% |
| 3Y | +62.0% | +77.6% | -15.6% | -20.2% |
| 5Y | +138.2% | +82.4% | +55.8% | +16.6% |
| 10Y | +940.3% | +316.8% | +623.4% | +102.1% |
| All | +1,804.4% | +664.2% | +1,140.2% | +109.3% |
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