+1,659.1%
APO vs VOO
+650.3%
+1,008.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +5.8% | +2.6% | +3.2% | +2.3% |
| 30D | +8.9% | -2.0% | +10.9% | +11.7% |
| 3M | -13.6% | -2.8% | -10.9% | -10.3% |
| 6M | -5.4% | +2.2% | -7.5% | -8.0% |
| YTD | -13.6% | +11.5% | -25.2% | -25.0% |
| 1Y | -2.5% | +13.5% | -16.0% | -17.2% |
| 3Y | +50.9% | +78.1% | -27.2% | -25.9% |
| 5Y | +81.4% | +73.1% | +8.2% | -5.4% |
| 10Y | +843.9% | +310.7% | +533.2% | +87.3% |
| All | +1,659.1% | +650.3% | +1,008.7% | +98.1% |
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