+0.9%
APOG vs VOO
+315.9%
-315.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.0% | +5.2% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -7.0% | +0.1% | -7.0% | -7.0% |
| 3M | +7.7% | +2.0% | +5.7% | +4.6% |
| 6M | +5.9% | +13.0% | -7.1% | -9.7% |
| YTD | +12.2% | +13.6% | -1.4% | -5.0% |
| 1Y | -6.1% | +20.1% | -26.2% | -26.2% |
| 3Y | -16.4% | +77.6% | -94.0% | -61.1% |
| 5Y | +2.4% | +82.4% | -80.0% | -54.2% |
| All | +0.9% | +315.9% | -315.0% | -85.2% |
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